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CAPRX vs HBLCX
CAPRX vs HBLCX Comparison
Open Charts CAPRX vs HBLCX
Federated Hermes Capital Income R
Price$9.47
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets676.41M
Hartford Balanced Income C
Price$14.63
Change+$0.08 (+0.55%)
VolumeN/A
Net Assets11.7B
CAPRX vs HBLCX Comparison Chart in %
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CAPRX vs. HBLCX commentary
Feb 05, 2026
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 HBLCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.7B vs. CAPRX (676M). CAPRX pays higher dividends than HBLCX: CAPRX (3.53) vs HBLCX (2.51). CAPRX was incepted earlier than HBLCX: CAPRX (13 years) vs HBLCX (20 years). HBLCX (1.64) is less costly to investors than CAPRX (1.34). HBLCX is a more actively managed with annual turnover of: 90.00 vs. CAPRX (31.00). CAPRX has a lower initial minimum investment than HBLCX: CAPRX (0) vs HBLCX (2000). CAPRX annual gain was more profitable for investors over the last year : 10.42 vs. HBLCX (5.78). CAPRX return over 5 years is better than : 29.35 vs. HBLCX (6.98).
| CAPRX | HBLCX | CAPRX / HBLCX | |
| Total Expense Ratio | 1.14 | 1.64 | 70% |
| Annual Report Gross Expense Ratio | 1.34 | 1.64 | 82% |
| Fund Existence | 13 years | 20 years | - |
| Gain YTD | 1.259 | 2.595 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 676M | 11.7B | 6% |
| Annual Yield % from dividends | 3.53 | 2.51 | 141% |
| Returns for 1 year | 10.42 | 5.78 | 180% |
| Returns for 3 years | 31.91 | 13.44 | 237% |
| Returns for 5 years | 29.35 | 6.98 | 420% |
| Returns for 10 years | 83.07 | 42.01 | 198% |
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