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CAPRX vs HBLTX
CAPRX vs HBLTX Comparison
Open Charts CAPRX vs HBLTX
Federated Hermes Capital Income R
Price$9.35
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets674.03M
Hartford Balanced Income R5
Price$15.27
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.73B
CAPRX vs HBLTX Comparison Chart in %
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CAPRX vs. HBLTX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.7B vs. CAPRX (674M). HBLTX (3.47) and CAPRX (3.45) have matching dividends . CAPRX was incepted earlier than HBLTX: CAPRX (12 years) vs HBLTX (15 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 : 9.78 vs. HBLTX (3.96). CAPRX return over 5 years is better than : 34.04 vs. HBLTX (15.55).
| 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 | 15 years | - |
| Gain YTD | 10.689 | 9.839 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 674M | 11.7B | 6% |
| Annual Yield % from dividends | 3.45 | 3.47 | 99% |
| Returns for 1 year | 9.78 | 3.96 | 247% |
| Returns for 3 years | 34.58 | 19.36 | 179% |
| Returns for 5 years | 34.04 | 15.55 | 219% |
| Returns for 10 years | 71.46 | 50.02 | 143% |
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