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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 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 CAPCX is a Buy and HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.2B vs. CAPCX (678M). 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 : 14.84 vs. HBLYX (6.99). CAPCX return over 5 years is better than : 22.53 vs. HBLYX (6.96).
| 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 | 4.539 | 3.459 | 131% |
| Front Load | N/A | 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 | 2.72 | 3.33 | 82% |
| Returns for 1 year | 14.84 | 6.99 | 212% |
| Returns for 3 years | 36.26 | 21.31 | 170% |
| Returns for 5 years | 22.53 | 6.96 | 324% |
| Returns for 10 years | 66.03 | 44.64 | 148% |
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