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CAPRX vs HBLVX
CAPRX vs HBLVX Comparison
Open Charts CAPRX vs HBLVX
Federated Hermes Capital Income R
Price$9.36
Change+$0.03 (+0.32%)
VolumeN/A
Net Assets675.18M
Hartford Balanced Income R6
Price$15.53
Change+$0.11 (+0.71%)
VolumeN/A
Net Assets11.75B
CAPRX vs HBLVX Comparison Chart in %
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CAPRX vs. HBLVX 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 HBLVX is a Hold.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.8B vs. CAPRX (675M). HBLVX (3.48) and CAPRX (3.46) have matching dividends . CAPRX was incepted earlier than HBLVX: CAPRX (12 years) vs HBLVX (11 years). CAPRX (1.34) is less costly to investors than HBLVX (0.56). HBLVX is a more actively managed with annual turnover of: 61.00 vs. CAPRX (31.00). CAPRX (0) and HBLVX (0) have matching initial minimum investment requirements. CAPRX annual gain was more profitable for investors over the last year : 8.35 vs. HBLVX (3.03). CAPRX return over 5 years is better than : 31.07 vs. HBLVX (14.48).
| CAPRX | HBLVX | CAPRX / HBLVX | |
| Total Expense Ratio | 1.14 | 0.56 | 204% |
| Annual Report Gross Expense Ratio | 1.34 | 0.56 | 239% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 10.452 | 10.205 | 102% |
| 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 | 3.48 | 99% |
| Returns for 1 year | 8.35 | 3.03 | 275% |
| Returns for 3 years | 31.12 | 16.01 | 194% |
| Returns for 5 years | 31.07 | 14.48 | 215% |
| Returns for 10 years | 69.67 | 49.92 | 140% |
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