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CAPRX vs HBLYX
CAPRX vs HBLYX Comparison
Open Charts CAPRX vs HBLYX
Federated Hermes Capital Income R
Price$8.67
Change-$0.02 (-0.23%)
VolumeN/A
Net Assets650.32M
Hartford Balanced Income Y
Price$14.52
Change-$0.07 (-0.48%)
VolumeN/A
Net Assets11.71B
CAPRX vs HBLYX Comparison Chart
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CAPRX vs. HBLYX commentary
May 15, 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 HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.7B vs. CAPRX (650M). HBLYX pays higher dividends than CAPRX: HBLYX (3.57) vs CAPRX (3.31). CAPRX was incepted earlier than HBLYX: CAPRX (12 years) vs HBLYX (19 years). CAPRX (1.34) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. CAPRX (31.00). CAPRX has a lower initial minimum investment than HBLYX: CAPRX (0) vs HBLYX (250000). CAPRX annual gain was more profitable for investors over the last year : 6.88 vs. HBLYX (3.40). CAPRX return over 5 years is better than : 40.94 vs. HBLYX (21.84).
| CAPRX | HBLYX | CAPRX / HBLYX | |
| Total Expense Ratio | 1.14 | 0.67 | 170% |
| Annual Report Gross Expense Ratio | 1.34 | 0.67 | 200% |
| Fund Existence | 12 years | 19 years | - |
| Gain YTD | 0.570 | 2.608 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 650M | 11.7B | 6% |
| Annual Yield % from dividends | 3.31 | 3.57 | 93% |
| Returns for 1 year | 6.88 | 3.40 | 203% |
| Returns for 3 years | 18.27 | 10.06 | 182% |
| Returns for 5 years | 40.94 | 21.84 | 187% |
| Returns for 10 years | 44.78 | 35.82 | 125% |
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