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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
Jul 14, 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 StrongBuy and HBLRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.1B vs. CAPFX (675M). CAPFX pays higher dividends than HBLRX: CAPFX (3.47) vs HBLRX (2.79). 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 : 12.70 vs. HBLRX (4.57). CAPFX return over 5 years is better than : 28.96 vs. HBLRX (4.26).
| 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 | 5.797 | 4.127 | 140% |
| Front Load | 1% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 675M | 11.1B | 6% |
| Annual Yield % from dividends | 3.47 | 2.79 | 124% |
| Returns for 1 year | 12.70 | 4.57 | 278% |
| Returns for 3 years | 37.69 | 17.45 | 216% |
| Returns for 5 years | 28.96 | 4.26 | 680% |
| Returns for 10 years | 75.86 | 33.76 | 225% |
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