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CAPCX vs HBLAX
CAPCX vs HBLAX Comparison
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CAPCX vs HBLAX Comparison Chart in %
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CAPCX vs. HBLAX commentary
Sep 03, 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 CAPCX is a Hold and HBLAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11B vs. CAPCX (677M). HBLAX pays higher dividends than CAPCX: HBLAX (3.13) vs CAPCX (2.45). CAPCX was incepted earlier than HBLAX: CAPCX (33 years) vs HBLAX (20 years). CAPCX (1.87) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 90.00 vs. CAPCX (27.00). CAPCX has a lower initial minimum investment than HBLAX: CAPCX (1500) vs HBLAX (2000). HBLAX IRA initial investment is lower compared to CAPCX: HBLAX (2000) vs CAPCX (250). CAPCX annual gain was more profitable for investors over the last year : 9.62 vs. HBLAX (3.81). CAPCX return over 5 years is better than : 23.53 vs. HBLAX (4.84).
| CAPCX | HBLAX | CAPCX / HBLAX | |
| Total Expense Ratio | 1.74 | 0.89 | 196% |
| Annual Report Gross Expense Ratio | 1.87 | 0.89 | 210% |
| Fund Existence | 33 years | 20 years | - |
| Gain YTD | 6.318 | 5.474 | 115% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 677M | 11B | 6% |
| Annual Yield % from dividends | 2.45 | 3.13 | 78% |
| Returns for 1 year | 9.62 | 3.81 | 253% |
| Returns for 3 years | 35.95 | 20.58 | 175% |
| Returns for 5 years | 23.53 | 4.84 | 486% |
| Returns for 10 years | 64.29 | 38.27 | 168% |
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