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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
Jun 24, 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 Hold and HBLAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.1B vs. CAPAX (677M). CAPAX pays higher dividends than HBLAX: CAPAX (3.52) vs HBLAX (3.19). 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 : 15.35 vs. HBLAX (5.93). CAPAX return over 5 years is better than : 29.14 vs. HBLAX (6.67).
| 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 | 5.448 | 3.670 | 148% |
| Front Load | 5% | 6% | 82% |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 677M | 11.1B | 6% |
| Annual Yield % from dividends | 3.52 | 3.19 | 110% |
| Returns for 1 year | 15.35 | 5.93 | 259% |
| Returns for 3 years | 39.53 | 20.36 | 194% |
| Returns for 5 years | 29.14 | 6.67 | 437% |
| Returns for 10 years | 80.70 | 42.52 | 190% |
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