Interact to see
Advertisement
Advertisement
CAPAX vs HBLSX
CAPAX vs HBLSX Comparison
Open Charts CAPAX vs HBLSX
CAPAX vs HBLSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAPAX vs. HBLSX commentary
Jun 04, 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 Buy and HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.2B vs. CAPAX (678M). CAPAX pays higher dividends than HBLSX: CAPAX (3.52) vs HBLSX (3.08). CAPAX was incepted earlier than HBLSX: CAPAX (38 years) vs HBLSX (16 years). CAPAX (1.12) is less costly to investors than HBLSX (0.96). HBLSX is a more actively managed with annual turnover of: 90.00 vs. CAPAX (27.00). HBLSX has a lower initial minimum investment than CAPAX: HBLSX (0) vs CAPAX (1500). CAPAX annual gain was more profitable for investors over the last year : 15.82 vs. HBLSX (6.60). CAPAX return over 5 years is better than : 27.62 vs. HBLSX (5.17).
| CAPAX | HBLSX | CAPAX / HBLSX | |
| Total Expense Ratio | 0.90 | 0.96 | 94% |
| Annual Report Gross Expense Ratio | 1.12 | 0.96 | 117% |
| Fund Existence | 38 years | 16 years | - |
| Gain YTD | 4.907 | 3.264 | 150% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 678M | 11.2B | 6% |
| Annual Yield % from dividends | 3.52 | 3.08 | 114% |
| Returns for 1 year | 15.82 | 6.60 | 240% |
| Returns for 3 years | 39.72 | 20.11 | 198% |
| Returns for 5 years | 27.62 | 5.17 | 534% |
| Returns for 10 years | 78.94 | 40.46 | 195% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement