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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-$0.00 (-0.00%)
VolumeN/A
Net Assets678.6M
Hartford Balanced Income C
Price$14.50
Change+$0.07 (+0.49%)
VolumeN/A
Net Assets11.64B
CAPRX vs HBLCX Comparison Chart in %
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CAPRX vs. HBLCX commentary
Jan 16, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.6B vs. CAPRX (679M). CAPRX pays higher dividends than HBLCX: CAPRX (3.49) vs HBLCX (2.55). 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 : 12.65 vs. HBLCX (7.26). CAPRX return over 5 years is better than : 30.41 vs. HBLCX (5.82).
| 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 | 0.959 | 1.683 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 679M | 11.6B | 6% |
| Annual Yield % from dividends | 3.49 | 2.55 | 137% |
| Returns for 1 year | 12.65 | 7.26 | 174% |
| Returns for 3 years | 32.47 | 12.51 | 260% |
| Returns for 5 years | 30.41 | 5.82 | 522% |
| Returns for 10 years | 84.12 | 42.24 | 199% |
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