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CAPFX vs HBLRX
CAPFX vs HBLRX Comparison
Open Charts CAPFX vs HBLRX
CAPFX vs HBLRX Comparison Chart in %
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CAPFX vs. HBLRX 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 HBLRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.1B vs. CAPFX (676M). CAPFX pays higher dividends than HBLRX: CAPFX (3.44) vs HBLRX (2.76). CAPFX was incepted earlier than HBLRX: CAPFX (30 years) vs HBLRX (16 years). HBLRX (1.27) is less costly to investors than CAPFX (1.12). HBLRX is a more actively managed with annual turnover of: 90.00 vs. CAPFX (27.00). HBLRX has a lower initial minimum investment than CAPFX: HBLRX (0) vs CAPFX (1500). CAPFX annual gain was more profitable for investors over the last year : 11.60 vs. HBLRX (4.20). CAPFX return over 5 years is better than : 30.30 vs. HBLRX (4.35).
| CAPFX | HBLRX | CAPFX / HBLRX | |
| Total Expense Ratio | 0.91 | 1.27 | 72% |
| Annual Report Gross Expense Ratio | 1.12 | 1.27 | 88% |
| Fund Existence | 30 years | 16 years | - |
| Gain YTD | 7.465 | 5.860 | 127% |
| Front Load | 1% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 676M | 11.1B | 6% |
| Annual Yield % from dividends | 3.44 | 2.76 | 125% |
| Returns for 1 year | 11.60 | 4.20 | 276% |
| Returns for 3 years | 41.95 | 21.14 | 198% |
| Returns for 5 years | 30.30 | 4.35 | 696% |
| Returns for 10 years | 78.17 | 35.59 | 220% |
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