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CAPAX vs HBLYX
CAPAX vs HBLYX Comparison
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CAPAX vs HBLYX Comparison Chart in %
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CAPAX vs. HBLYX 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 HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.1B vs. CAPAX (677M). CAPAX pays higher dividends than HBLYX: CAPAX (3.52) vs HBLYX (3.33). CAPAX was incepted earlier than HBLYX: CAPAX (38 years) vs HBLYX (20 years). CAPAX (1.12) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 90.00 vs. CAPAX (27.00). CAPAX has a lower initial minimum investment than HBLYX: CAPAX (1500) vs HBLYX (250000). CAPAX annual gain was more profitable for investors over the last year : 14.59 vs. HBLYX (5.69). CAPAX return over 5 years is better than : 28.44 vs. HBLYX (7.55).
| CAPAX | HBLYX | CAPAX / HBLYX | |
| Total Expense Ratio | 0.90 | 0.67 | 134% |
| Annual Report Gross Expense Ratio | 1.12 | 0.67 | 167% |
| Fund Existence | 38 years | 20 years | - |
| Gain YTD | 5.231 | 3.664 | 143% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 677M | 11.1B | 6% |
| Annual Yield % from dividends | 3.52 | 3.33 | 106% |
| Returns for 1 year | 14.59 | 5.69 | 256% |
| Returns for 3 years | 39.25 | 21.11 | 186% |
| Returns for 5 years | 28.44 | 7.55 | 376% |
| Returns for 10 years | 80.33 | 45.99 | 175% |
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