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CAPRX vs HBLYX
CAPRX vs HBLYX Comparison
Open Charts CAPRX vs HBLYX
Federated Hermes Capital Income R
Price$8.91
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets658.94M
Hartford Balanced Income Y
Price$14.85
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.76B
CAPRX vs HBLYX Comparison Chart in %
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CAPRX vs. HBLYX commentary
Jun 28, 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: 11.8B vs. CAPRX (659M). HBLYX pays higher dividends than CAPRX: HBLYX (3.53) vs CAPRX (3.27). 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 : 9.23 vs. HBLYX (5.85). CAPRX return over 5 years is better than : 39.92 vs. HBLYX (20.09).
| 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 | 4.099 | 5.075 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 659M | 11.8B | 6% |
| Annual Yield % from dividends | 3.27 | 3.53 | 93% |
| Returns for 1 year | 9.23 | 5.85 | 158% |
| Returns for 3 years | 26.74 | 16.58 | 161% |
| Returns for 5 years | 39.92 | 20.09 | 199% |
| Returns for 10 years | 53.97 | 43.48 | 124% |
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