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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
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 HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.2B vs. CAPAX (678M). 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 : 15.82 vs. HBLYX (6.99). CAPAX return over 5 years is better than : 27.62 vs. HBLYX (6.96).
| 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 | 4.907 | 3.459 | 142% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 678M | 11.2B | 6% |
| Annual Yield % from dividends | 3.52 | 3.33 | 106% |
| Returns for 1 year | 15.82 | 6.99 | 226% |
| Returns for 3 years | 39.72 | 21.31 | 186% |
| Returns for 5 years | 27.62 | 6.96 | 397% |
| Returns for 10 years | 78.94 | 44.64 | 177% |
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