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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
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 CAPCX is a Hold and HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.1B vs. CAPCX (677M). HBLYX pays higher dividends than CAPCX: HBLYX (3.33) vs CAPCX (2.72). 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 : 13.64 vs. HBLYX (5.69). CAPCX return over 5 years is better than : 23.14 vs. HBLYX (7.55).
| 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 | 4.754 | 3.664 | 130% |
| Front Load | N/A | 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 | 2.72 | 3.33 | 82% |
| Returns for 1 year | 13.64 | 5.69 | 240% |
| Returns for 3 years | 35.83 | 21.11 | 170% |
| Returns for 5 years | 23.14 | 7.55 | 306% |
| Returns for 10 years | 67.25 | 45.99 | 146% |
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