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CAPCX vs HBLYX
CAPCX vs HBLYX Comparison
Open Charts CAPCX vs HBLYX
CAPCX vs HBLYX Comparison Chart in %
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CAPCX vs. HBLYX commentary
Jul 25, 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 Buy and HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11B vs. CAPCX (666M). HBLYX pays higher dividends than CAPCX: HBLYX (3.32) vs CAPCX (2.67). CAPCX was incepted earlier than HBLYX: CAPCX (33 years) vs HBLYX (20 years). CAPCX (1.87) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 90.00 vs. CAPCX (27.00). CAPCX has a lower initial minimum investment than HBLYX: CAPCX (1500) vs HBLYX (250000). CAPCX annual gain was more profitable for investors over the last year : 9.57 vs. HBLYX (3.96). CAPCX return over 5 years is better than : 22.74 vs. HBLYX (6.70).
| CAPCX | HBLYX | CAPCX / HBLYX | |
| Total Expense Ratio | 1.74 | 0.67 | 260% |
| Annual Report Gross Expense Ratio | 1.87 | 0.67 | 279% |
| Fund Existence | 33 years | 20 years | - |
| Gain YTD | 4.418 | 3.908 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 666M | 11B | 6% |
| Annual Yield % from dividends | 2.67 | 3.32 | 80% |
| Returns for 1 year | 9.57 | 3.96 | 242% |
| Returns for 3 years | 32.19 | 17.66 | 182% |
| Returns for 5 years | 22.74 | 6.70 | 339% |
| Returns for 10 years | 61.80 | 40.87 | 151% |
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