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CAPRX vs HBLYX
CAPRX vs HBLYX Comparison
Open Charts CAPRX vs HBLYX
Federated Hermes Capital Income R
Price$9.29
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets681.63M
Hartford Balanced Income Y
Price$15.37
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.96B
CAPRX vs HBLYX Comparison Chart in %
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CAPRX vs. HBLYX commentary
Sep 18, 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 StrongBuy and HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12B vs. CAPRX (682M). HBLYX pays higher dividends than CAPRX: HBLYX (3.43) vs CAPRX (3.15). 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 : 9.46 vs. HBLYX (2.64). CAPRX return over 5 years is better than : 37.92 vs. HBLYX (18.04).
| 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 | 9.368 | 8.684 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 682M | 12B | 6% |
| Annual Yield % from dividends | 3.15 | 3.43 | 92% |
| Returns for 1 year | 9.46 | 2.64 | 359% |
| Returns for 3 years | 33.60 | 20.08 | 167% |
| Returns for 5 years | 37.92 | 18.04 | 210% |
| Returns for 10 years | 67.82 | 51.58 | 131% |
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