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CAPRX vs HBLYX
CAPRX vs HBLYX Comparison
Open Charts CAPRX vs HBLYX
Federated Hermes Capital Income R
Price$8.85
Change-$0.04 (-0.45%)
VolumeN/A
Net Assets677.39M
Hartford Balanced Income Y
Price$14.82
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets12.12B
CAPRX vs HBLYX Comparison Chart
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CAPRX vs. HBLYX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.1B vs. CAPRX (677M). HBLYX pays higher dividends than CAPRX: HBLYX (3.51) vs CAPRX (3.19). CAPRX was incepted earlier than HBLYX: CAPRX (12 years) vs HBLYX (19 years). HBLYX is a more actively managed with annual turnover of: 57.00 vs. CAPRX (54.00). 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 : 10.69 vs. HBLYX (6.80). CAPRX return over 5 years is better than : 27.76 vs. HBLYX (10.09).
| CAPRX | HBLYX | CAPRX / HBLYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 19 years | - |
| Gain YTD | 1.976 | 2.988 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 677M | 12.1B | 6% |
| Annual Yield % from dividends | 3.19 | 3.51 | 91% |
| Returns for 1 year | 10.69 | 6.80 | 157% |
| Returns for 3 years | 13.58 | 5.40 | 252% |
| Returns for 5 years | 27.76 | 10.09 | 275% |
| Returns for 10 years | 46.93 | 36.83 | 127% |
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