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CAPRX vs HBLCX
CAPRX vs HBLCX Comparison
Open Charts CAPRX vs HBLCX
Federated Hermes Capital Income R
Price$9.27
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets672.64M
Hartford Balanced Income C
Price$14.75
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.79B
CAPRX vs HBLCX Comparison Chart in %
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CAPRX vs. HBLCX commentary
Oct 19, 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 HBLCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. CAPRX (673M). CAPRX pays higher dividends than HBLCX: CAPRX (3.30) vs HBLCX (2.58). CAPRX was incepted earlier than HBLCX: CAPRX (12 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 : 8.54 vs. HBLCX (1.35). CAPRX return over 5 years is better than : 35.98 vs. HBLCX (11.49).
| CAPRX | HBLCX | CAPRX / HBLCX | |
| Total Expense Ratio | 1.14 | 1.64 | 70% |
| Annual Report Gross Expense Ratio | 1.34 | 1.64 | 82% |
| Fund Existence | 12 years | 19 years | - |
| Gain YTD | 9.374 | 8.089 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 673M | 11.8B | 6% |
| Annual Yield % from dividends | 3.30 | 2.58 | 128% |
| Returns for 1 year | 8.54 | 1.35 | 634% |
| Returns for 3 years | 38.25 | 21.22 | 180% |
| Returns for 5 years | 35.98 | 11.49 | 313% |
| Returns for 10 years | 66.41 | 35.29 | 188% |
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