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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
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 CAPRX is a StrongBuy and HBLCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.1B vs. CAPRX (675M). CAPRX pays higher dividends than HBLCX: CAPRX (3.34) vs HBLCX (2.47). 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 : 12.53 vs. HBLCX (4.05). CAPRX return over 5 years is better than : 28.32 vs. HBLCX (1.87).
| 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 | 5.709 | 3.951 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 675M | 11.1B | 6% |
| Annual Yield % from dividends | 3.34 | 2.47 | 135% |
| Returns for 1 year | 12.53 | 4.05 | 309% |
| Returns for 3 years | 37.38 | 15.85 | 236% |
| Returns for 5 years | 28.32 | 1.87 | 1,517% |
| Returns for 10 years | 73.77 | 28.44 | 259% |
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