Interact to see
Advertisement
Advertisement
CAPRX vs HBLVX
CAPRX vs HBLVX Comparison
Open Charts CAPRX vs HBLVX
Federated Hermes Capital Income R
Price$9.35
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets674.03M
Hartford Balanced Income R6
Price$15.39
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.73B
CAPRX vs HBLVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAPRX vs. HBLVX 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 HBLVX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.7B vs. CAPRX (674M). HBLVX (3.54) and CAPRX (3.45) 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 : 9.78 vs. HBLVX (4.04). CAPRX return over 5 years is better than : 34.04 vs. HBLVX (16.16).
| 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 | 10.689 | 9.920 | 108% |
| 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 | 3.54 | 97% |
| Returns for 1 year | 9.78 | 4.04 | 242% |
| Returns for 3 years | 34.58 | 19.82 | 175% |
| Returns for 5 years | 34.04 | 16.16 | 211% |
| Returns for 10 years | 71.46 | 51.66 | 138% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| PYT | 23.30 | 0.20 | +0.85% |
| Merrill Lynch Depositor PPLUS Floating Rate Call TR Cert Ser GSC-2(Goldman Sachs) | |||
| USXF | 58.14 | 0.32 | +0.55% |
| iShares® ESG Advanced MSCI USA ETF | |||
| DECZ | 41.57 | 0.01 | +0.03% |
| TrueShares Structured Outcome Dec ETF | |||
| CORO | 31.25 | N/A | N/A |
| iShares International Country Rot ActETF | |||
| FEMB | 29.61 | -0.12 | -0.40% |
| First Trust Emerging Mkts Lcl Ccy Bd ETF | |||