| CAPAX | HBLAX | CAPAX / HBLAX | |
| Total Expense Ratio | 0.89 | 0.89 | 100% |
| Annual Report Gross Expense Ratio | 1.10 | 0.89 | 124% |
| Fund Existence | 37 years | 19 years | - |
| Gain YTD | 10.329 | 9.446 | 109% |
| Front Load | 5% | 6% | 82% |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 675M | 11.8B | 6% |
| Annual Yield % from dividends | 3.39 | 3.29 | 103% |
| Returns for 1 year | 10.43 | 3.56 | 293% |
| Returns for 3 years | 38.36 | 23.92 | 160% |
| Returns for 5 years | 37.94 | 17.27 | 220% |
| Returns for 10 years | 69.62 | 44.32 | 157% |