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CAPRX vs HBLCX
CAPRX vs HBLCX Comparison
Open Charts CAPRX vs HBLCX
Federated Hermes Capital Income R
Price$9.45
Change+$0.03 (+0.32%)
VolumeN/A
Net Assets677.07M
Hartford Balanced Income C
Price$14.43
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets11.68B
CAPRX vs HBLCX Comparison Chart in %
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CAPRX vs. HBLCX commentary
Dec 26, 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 Hold and HBLCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.7B vs. CAPRX (677M). CAPRX pays higher dividends than HBLCX: CAPRX (3.46) vs HBLCX (2.54). CAPRX was incepted earlier than HBLCX: CAPRX (13 years) vs HBLCX (19 years). HBLCX (1.64) is less costly to investors than CAPRX (1.34). HBLCX is a more actively managed with annual turnover of: 61.00 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 : 11.11 vs. HBLCX (5.49). CAPRX return over 5 years is better than : 31.66 vs. HBLCX (5.50).
| 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 | 19 years | - |
| Gain YTD | 11.873 | 5.744 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 677M | 11.7B | 6% |
| Annual Yield % from dividends | 3.46 | 2.54 | 136% |
| Returns for 1 year | 11.11 | 5.49 | 202% |
| Returns for 3 years | 35.57 | 14.43 | 246% |
| Returns for 5 years | 31.66 | 5.50 | 576% |
| Returns for 10 years | 74.59 | 34.72 | 215% |
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| 1 Day | |||
|---|---|---|---|
| FOREX / NAME | Price $ | Chg $ | Chg % |
| CADCHF | 0.58 | 0.00 | +0.17% |
| Canadian Dollar - Switzerland Franc | |||
| JPYNZD | 0.01 | 0.00 | +0.12% |
| Japan Yen - New Zealand Dollar | |||
| USDNZD | 1.71 | 0.00 | +0.11% |
| United States Dollar - New Zealand Dollar | |||
| CNYEUR | 0.12 | 0.00 | +0.09% |
| China Yuan - Euro | |||
| GBPCNY | 9.49 | -0.00 | -0.03% |
| United Kingdom Pound - China Yuan | |||