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CAPRX vs HBLYX
CAPRX vs HBLYX Comparison
Open Charts CAPRX vs HBLYX
Federated Hermes Capital Income R
Price$9.20
Change-$0.02 (-0.22%)
VolumeN/A
Net Assets665.5M
Hartford Balanced Income Y
Price$15.23
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.58B
CAPRX vs HBLYX Comparison Chart in %
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CAPRX vs. HBLYX commentary
Nov 20, 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 Hold and HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.6B vs. CAPRX (666M). CAPRX (3.45) and HBLYX (3.44) have matching dividends . 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 : 8.63 vs. HBLYX (3.04). CAPRX return over 5 years is better than : 31.42 vs. HBLYX (13.74).
| 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 | 8.913 | 8.548 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 666M | 11.6B | 6% |
| Annual Yield % from dividends | 3.45 | 3.44 | 100% |
| Returns for 1 year | 8.63 | 3.04 | 284% |
| Returns for 3 years | 32.08 | 17.20 | 186% |
| Returns for 5 years | 31.42 | 13.74 | 229% |
| Returns for 10 years | 66.31 | 46.51 | 143% |
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