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CAPFX vs HBLAX
CAPFX vs HBLAX Comparison
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CAPFX vs HBLAX Comparison Chart in %
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CAPFX vs. HBLAX commentary
Aug 26, 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 CAPFX is a Hold and HBLAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.1B vs. CAPFX (676M). CAPFX pays higher dividends than HBLAX: CAPFX (3.44) vs HBLAX (3.15). CAPFX was incepted earlier than HBLAX: CAPFX (30 years) vs HBLAX (20 years). CAPFX (1.12) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 90.00 vs. CAPFX (27.00). HBLAX initial investment is less costly to investors than CAPFX (1%) vs CAPFX (1%). CAPFX has a lower initial minimum investment than HBLAX: CAPFX (1500) vs HBLAX (2000). HBLAX IRA initial investment is lower compared to CAPFX: HBLAX (2000) vs CAPFX (250). CAPFX annual gain was more profitable for investors over the last year : 11.60 vs. HBLAX (4.57). CAPFX return over 5 years is better than : 30.30 vs. HBLAX (6.28).
| CAPFX | HBLAX | CAPFX / HBLAX | |
| Total Expense Ratio | 0.91 | 0.89 | 102% |
| Annual Report Gross Expense Ratio | 1.12 | 0.89 | 126% |
| Fund Existence | 30 years | 20 years | - |
| Gain YTD | 7.465 | 6.104 | 122% |
| Front Load | 1% | 6% | 18% |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 676M | 11.1B | 6% |
| Annual Yield % from dividends | 3.44 | 3.15 | 109% |
| Returns for 1 year | 11.60 | 4.57 | 254% |
| Returns for 3 years | 41.95 | 22.53 | 186% |
| Returns for 5 years | 30.30 | 6.28 | 483% |
| Returns for 10 years | 78.17 | 39.89 | 196% |
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