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CAPSX vs HBLIX
CAPSX vs HBLIX Comparison
Open Charts CAPSX vs HBLIX
CAPSX vs HBLIX Comparison Chart in %
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CAPSX vs. HBLIX commentary
Sep 11, 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 CAPSX is a Hold and HBLIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 10.9B vs. CAPSX (673M). CAPSX (3.49) and HBLIX (3.34) have matching dividends . CAPSX was incepted earlier than HBLIX: CAPSX (14 years) vs HBLIX (17 years). CAPSX (0.88) is less costly to investors than HBLIX (0.66). HBLIX is a more actively managed with annual turnover of: 90.00 vs. CAPSX (27.00). HBLIX has a lower initial minimum investment than CAPSX: HBLIX (2000) vs CAPSX (1000000). CAPSX annual gain was more profitable for investors over the last year : 9.52 vs. HBLIX (2.80). CAPSX return over 5 years is better than : 30.88 vs. HBLIX (6.52).
| CAPSX | HBLIX | CAPSX / HBLIX | |
| Total Expense Ratio | 0.65 | 0.66 | 98% |
| Annual Report Gross Expense Ratio | 0.88 | 0.66 | 133% |
| Fund Existence | 14 years | 17 years | - |
| Gain YTD | 6.653 | 4.891 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 673M | 10.9B | 6% |
| Annual Yield % from dividends | 3.49 | 3.34 | 105% |
| Returns for 1 year | 9.52 | 2.80 | 340% |
| Returns for 3 years | 40.73 | 21.58 | 189% |
| Returns for 5 years | 30.88 | 6.52 | 473% |
| Returns for 10 years | 81.11 | 41.46 | 196% |
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