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CAPRX vs HBLCX
CAPRX vs HBLCX Comparison
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CAPRX vs HBLCX Comparison Chart in %
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CAPRX vs. HBLCX 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 HBLCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.2B vs. CAPRX (678M). CAPRX pays higher dividends than HBLCX: CAPRX (3.41) vs HBLCX (2.49). CAPRX was incepted earlier than HBLCX: CAPRX (13 years) vs HBLCX (20 years). HBLCX (1.65) is less costly to investors than CAPRX (1.39). HBLCX is a more actively managed with annual turnover of: 90.00 vs. CAPRX (27.00). CAPRX has a lower initial minimum investment than HBLCX: CAPRX (0) vs HBLCX (2000). CAPRX annual gain was more profitable for investors over the last year : 15.65 vs. HBLCX (5.80). CAPRX return over 5 years is better than : 27.12 vs. HBLCX (1.37).
| CAPRX | HBLCX | CAPRX / HBLCX | |
| Total Expense Ratio | 1.15 | 1.65 | 70% |
| Annual Report Gross Expense Ratio | 1.39 | 1.65 | 84% |
| Fund Existence | 13 years | 20 years | - |
| Gain YTD | 4.844 | 3.107 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 678M | 11.2B | 6% |
| Annual Yield % from dividends | 3.41 | 2.49 | 137% |
| Returns for 1 year | 15.65 | 5.80 | 270% |
| Returns for 3 years | 39.25 | 17.53 | 224% |
| Returns for 5 years | 27.12 | 1.37 | 1,986% |
| Returns for 10 years | 76.75 | 31.32 | 245% |
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