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CAPAX vs HBLAX
CAPAX vs HBLAX Comparison
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CAPAX vs HBLAX Comparison Chart in %
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CAPAX vs. HBLAX commentary
Jul 14, 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 CAPAX is a StrongBuy and HBLAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.1B vs. CAPAX (675M). CAPAX pays higher dividends than HBLAX: CAPAX (3.47) vs HBLAX (3.18). CAPAX was incepted earlier than HBLAX: CAPAX (38 years) vs HBLAX (20 years). CAPAX (1.12) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 90.00 vs. CAPAX (27.00). HBLAX initial investment is less costly to investors than CAPAX (5%) vs CAPAX (5%). CAPAX has a lower initial minimum investment than HBLAX: CAPAX (1500) vs HBLAX (2000). HBLAX IRA initial investment is lower compared to CAPAX: HBLAX (2000) vs CAPAX (250). CAPAX annual gain was more profitable for investors over the last year : 12.57 vs. HBLAX (4.94). CAPAX return over 5 years is better than : 28.99 vs. HBLAX (6.11).
| CAPAX | HBLAX | CAPAX / HBLAX | |
| Total Expense Ratio | 0.90 | 0.89 | 101% |
| Annual Report Gross Expense Ratio | 1.12 | 0.89 | 126% |
| Fund Existence | 38 years | 20 years | - |
| Gain YTD | 5.796 | 4.286 | 135% |
| Front Load | 5% | 6% | 82% |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 675M | 11.1B | 6% |
| Annual Yield % from dividends | 3.47 | 3.18 | 109% |
| Returns for 1 year | 12.57 | 4.94 | 254% |
| Returns for 3 years | 37.67 | 18.62 | 202% |
| Returns for 5 years | 28.99 | 6.11 | 475% |
| Returns for 10 years | 75.92 | 37.99 | 200% |
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