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CAPAX vs HBLSX
CAPAX vs HBLSX Comparison
Open Charts CAPAX vs HBLSX
CAPAX vs HBLSX Comparison Chart in %
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CAPAX vs. HBLSX 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 HBLSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.1B vs. CAPAX (675M). CAPAX pays higher dividends than HBLSX: CAPAX (3.47) vs HBLSX (3.07). 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 : 12.57 vs. HBLSX (4.95). CAPAX return over 5 years is better than : 28.99 vs. HBLSX (5.80).
| 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 | 5.796 | 4.264 | 136% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 675M | 11.1B | 6% |
| Annual Yield % from dividends | 3.47 | 3.07 | 113% |
| Returns for 1 year | 12.57 | 4.95 | 254% |
| Returns for 3 years | 37.67 | 18.51 | 204% |
| Returns for 5 years | 28.99 | 5.80 | 499% |
| Returns for 10 years | 75.92 | 37.42 | 203% |
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