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CAPRX vs HBLSX
CAPRX vs HBLSX Comparison
Open Charts CAPRX vs HBLSX
Federated Hermes Capital Income R
Price$8.91
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets658.94M
Hartford Balanced Income R4
Price$14.72
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.76B
CAPRX vs HBLSX Comparison Chart in %
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CAPRX vs. HBLSX commentary
Jun 28, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CAPRX is a Buy and HBLSX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B vs. CAPRX (659M). CAPRX (3.27) and HBLSX (3.26) have matching dividends . CAPRX was incepted earlier than HBLSX: CAPRX (12 years) vs HBLSX (15 years). CAPRX (1.34) is less costly to investors than HBLSX (0.96). HBLSX is a more actively managed with annual turnover of: 61.00 vs. CAPRX (31.00). CAPRX (0) and HBLSX (0) have matching initial minimum investment requirements. CAPRX annual gain was more profitable for investors over the last year : 9.23 vs. HBLSX (5.57). CAPRX return over 5 years is better than : 39.92 vs. HBLSX (18.35).
| CAPRX | HBLSX | CAPRX / HBLSX | |
| Total Expense Ratio | 1.14 | 0.96 | 119% |
| Annual Report Gross Expense Ratio | 1.34 | 0.96 | 140% |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | 4.099 | 4.955 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 659M | 11.8B | 6% |
| Annual Yield % from dividends | 3.27 | 3.26 | 100% |
| Returns for 1 year | 9.23 | 5.57 | 166% |
| Returns for 3 years | 26.74 | 15.46 | 173% |
| Returns for 5 years | 39.92 | 18.35 | 217% |
| Returns for 10 years | 53.97 | 39.50 | 137% |
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