Interact to see
Advertisement
Advertisement
CAPRX vs HBLVX
CAPRX vs HBLVX Comparison
Open Charts CAPRX vs HBLVX
Federated Hermes Capital Income R
Price$9.47
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets676.41M
Hartford Balanced Income R6
Price$15.17
Change+$0.08 (+0.53%)
VolumeN/A
Net Assets11.64B
CAPRX vs HBLVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAPRX vs. HBLVX commentary
Feb 05, 2026
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 Hold and HBLVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.6B vs. CAPRX (676M). CAPRX (3.53) and HBLVX (3.46) have matching dividends . CAPRX was incepted earlier than HBLVX: CAPRX (13 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: 90.00 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 : 10.42 vs. HBLVX (7.10). CAPRX return over 5 years is better than : 29.35 vs. HBLVX (13.46).
| CAPRX | HBLVX | CAPRX / HBLVX | |
| Total Expense Ratio | 1.14 | 0.56 | 204% |
| Annual Report Gross Expense Ratio | 1.34 | 0.56 | 239% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 1.259 | 2.639 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 676M | 11.6B | 6% |
| Annual Yield % from dividends | 3.53 | 3.46 | 102% |
| Returns for 1 year | 10.42 | 7.10 | 147% |
| Returns for 3 years | 31.91 | 17.44 | 183% |
| Returns for 5 years | 29.35 | 13.46 | 218% |
| Returns for 10 years | 83.07 | 57.56 | 144% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers