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CAPRX vs HBLYX
CAPRX vs HBLYX Comparison
Open Charts CAPRX vs HBLYX
Federated Hermes Capital Income R
Price$9.11
Change+$0.03 (+0.33%)
VolumeN/A
Net Assets670.62M
Hartford Balanced Income Y
Price$15.03
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.84B
CAPRX vs HBLYX Comparison Chart in %
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CAPRX vs. HBLYX commentary
Aug 10, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. CAPRX (671M). HBLYX pays higher dividends than CAPRX: HBLYX (3.51) vs CAPRX (3.20). 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 : 11.44 vs. HBLYX (5.03). CAPRX return over 5 years is better than : 34.77 vs. HBLYX (14.74).
| 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 | 6.705 | 6.349 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 671M | 11.8B | 6% |
| Annual Yield % from dividends | 3.20 | 3.51 | 91% |
| Returns for 1 year | 11.44 | 5.03 | 227% |
| Returns for 3 years | 25.58 | 13.36 | 192% |
| Returns for 5 years | 34.77 | 14.74 | 236% |
| Returns for 10 years | 58.23 | 44.15 | 132% |
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