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CAPRX vs HBLTX
CAPRX vs HBLTX Comparison
Open Charts CAPRX vs HBLTX
Federated Hermes Capital Income R
Price$9.36
Change+$0.03 (+0.32%)
VolumeN/A
Net Assets675.18M
Hartford Balanced Income R5
Price$15.40
Change+$0.10 (+0.65%)
VolumeN/A
Net Assets11.75B
CAPRX vs HBLTX Comparison Chart in %
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CAPRX vs. HBLTX commentary
Dec 04, 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 HBLTX is a Hold.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.8B vs. CAPRX (675M). CAPRX (3.46) and HBLTX (3.41) have matching dividends . CAPRX was incepted earlier than HBLTX: CAPRX (12 years) vs HBLTX (16 years). CAPRX (1.34) is less costly to investors than HBLTX (0.66). HBLTX is a more actively managed with annual turnover of: 61.00 vs. CAPRX (31.00). CAPRX (0) and HBLTX (0) have matching initial minimum investment requirements. CAPRX annual gain was more profitable for investors over the last year : 8.35 vs. HBLTX (2.95). CAPRX return over 5 years is better than : 31.07 vs. HBLTX (13.86).
| CAPRX | HBLTX | CAPRX / HBLTX | |
| Total Expense Ratio | 1.14 | 0.66 | 173% |
| Annual Report Gross Expense Ratio | 1.34 | 0.66 | 203% |
| Fund Existence | 12 years | 16 years | - |
| Gain YTD | 10.452 | 10.126 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 675M | 11.8B | 6% |
| Annual Yield % from dividends | 3.46 | 3.41 | 101% |
| Returns for 1 year | 8.35 | 2.95 | 283% |
| Returns for 3 years | 31.12 | 15.63 | 199% |
| Returns for 5 years | 31.07 | 13.86 | 224% |
| Returns for 10 years | 69.67 | 48.40 | 144% |
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