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CAPRX vs HBLYX
CAPRX vs HBLYX Comparison
Open Charts CAPRX vs HBLYX
Federated Hermes Capital Income R
Price$8.82
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets681.38M
Hartford Balanced Income Y
Price$14.60
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets12.1B
CAPRX vs HBLYX Comparison Chart
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CAPRX vs. HBLYX commentary
Jan 19, 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: 12.1B vs. CAPRX (681M). HBLYX pays higher dividends than CAPRX: HBLYX (3.51) vs CAPRX (3.19). CAPRX was incepted earlier than HBLYX: CAPRX (12 years) vs HBLYX (18 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 : 12.48 vs. HBLYX (6.32). CAPRX return over 5 years is better than : 27.41 vs. HBLYX (9.52).
| CAPRX | HBLYX | CAPRX / HBLYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 18 years | - |
| Gain YTD | 1.379 | 1.459 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 681M | 12.1B | 6% |
| Annual Yield % from dividends | 3.19 | 3.51 | 91% |
| Returns for 1 year | 12.48 | 6.32 | 197% |
| Returns for 3 years | 9.67 | 1.17 | 827% |
| Returns for 5 years | 27.41 | 9.52 | 288% |
| Returns for 10 years | 49.42 | 36.78 | 134% |
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