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CAPRX vs HBLYX
CAPRX vs HBLYX Comparison
Open Charts CAPRX vs HBLYX
Federated Hermes Capital Income R
Price$9.45
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets677.19M
Hartford Balanced Income Y
Price$15.00
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.68B
CAPRX vs HBLYX Comparison Chart in %
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CAPRX vs. HBLYX commentary
Dec 27, 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 Hold and HBLYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.7B vs. CAPRX (677M). CAPRX (3.46) and HBLYX (3.38) have matching dividends . CAPRX was incepted earlier than HBLYX: CAPRX (13 years) vs HBLYX (19 years). CAPRX (1.34) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. CAPRX (31.00). CAPRX has a lower initial minimum investment than HBLYX: CAPRX (0) vs HBLYX (250000). CAPRX annual gain was more profitable for investors over the last year : 10.99 vs. HBLYX (6.64). CAPRX return over 5 years is better than : 31.66 vs. HBLYX (11.25).
| CAPRX | HBLYX | CAPRX / HBLYX | |
| Total Expense Ratio | 1.14 | 0.67 | 170% |
| Annual Report Gross Expense Ratio | 1.34 | 0.67 | 200% |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 11.873 | 7.050 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 677M | 11.7B | 6% |
| Annual Yield % from dividends | 3.46 | 3.38 | 102% |
| Returns for 1 year | 10.99 | 6.64 | 166% |
| Returns for 3 years | 35.92 | 18.62 | 193% |
| Returns for 5 years | 31.66 | 11.25 | 282% |
| Returns for 10 years | 73.67 | 48.63 | 151% |
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