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CAPRX vs HBLAX
CAPRX vs HBLAX Comparison
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CAPRX vs HBLAX Comparison Chart in %
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CAPRX vs. HBLAX commentary
Jun 03, 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 CAPRX is a Buy and HBLAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.2B vs. CAPRX (678M). CAPRX pays higher dividends than HBLAX: CAPRX (3.41) vs HBLAX (3.19). CAPRX was incepted earlier than HBLAX: CAPRX (13 years) vs HBLAX (20 years). CAPRX (1.39) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 90.00 vs. CAPRX (27.00). CAPRX has a lower initial minimum investment than HBLAX: CAPRX (0) vs HBLAX (2000). CAPRX annual gain was more profitable for investors over the last year : 15.65 vs. HBLAX (6.67). CAPRX return over 5 years is better than : 27.12 vs. HBLAX (5.54).
| CAPRX | HBLAX | CAPRX / HBLAX | |
| Total Expense Ratio | 1.15 | 0.89 | 129% |
| Annual Report Gross Expense Ratio | 1.39 | 0.89 | 156% |
| Fund Existence | 13 years | 20 years | - |
| Gain YTD | 4.844 | 3.324 | 146% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 678M | 11.2B | 6% |
| Annual Yield % from dividends | 3.41 | 3.19 | 107% |
| Returns for 1 year | 15.65 | 6.67 | 235% |
| Returns for 3 years | 39.25 | 20.39 | 192% |
| Returns for 5 years | 27.12 | 5.54 | 490% |
| Returns for 10 years | 76.75 | 41.10 | 187% |
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