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CAPAX vs HBLYX
CAPAX vs HBLYX Comparison
Open Charts CAPAX vs HBLYX
CAPAX vs HBLYX Comparison Chart in %
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CAPAX vs. HBLYX 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 HBLYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.1B vs. CAPAX (675M). CAPAX (3.47) and HBLYX (3.32) have matching dividends . 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 : 12.57 vs. HBLYX (5.28). CAPAX return over 5 years is better than : 28.99 vs. HBLYX (7.52).
| 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 | 5.796 | 4.458 | 130% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 675M | 11.1B | 6% |
| Annual Yield % from dividends | 3.47 | 3.32 | 104% |
| Returns for 1 year | 12.57 | 5.28 | 238% |
| Returns for 3 years | 37.67 | 19.62 | 192% |
| Returns for 5 years | 28.99 | 7.52 | 385% |
| Returns for 10 years | 75.92 | 41.42 | 183% |
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