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CAPRX vs HBLYX
CAPRX vs HBLYX Comparison
Open Charts CAPRX vs HBLYX
Federated Hermes Capital Income R
Price$8.65
Change+$0.03 (+0.35%)
VolumeN/A
Net Assets654.04M
Hartford Balanced Income Y
Price$14.74
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.95B
CAPRX vs HBLYX Comparison Chart
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CAPRX vs. HBLYX commentary
Apr 03, 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: 12B vs. CAPRX (654M). HBLYX pays higher dividends than CAPRX: HBLYX (3.53) vs CAPRX (3.25). 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 : 5.86 vs. HBLYX (4.68). CAPRX return over 5 years is better than : 49.53 vs. HBLYX (29.93).
| 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 | -0.156 | 3.099 | -5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 654M | 12B | 5% |
| Annual Yield % from dividends | 3.25 | 3.53 | 92% |
| Returns for 1 year | 5.86 | 4.68 | 125% |
| Returns for 3 years | 10.09 | 4.71 | 214% |
| Returns for 5 years | 49.53 | 29.93 | 166% |
| Returns for 10 years | 45.12 | 37.86 | 119% |
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