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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
Jun 04, 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 Buy and HBLIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.2B vs. CAPSX (678M). CAPSX pays higher dividends than HBLIX: CAPSX (3.76) vs HBLIX (3.40). CAPSX was incepted earlier than HBLIX: CAPSX (14 years) vs HBLIX (16 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 : 16.09 vs. HBLIX (6.91). CAPSX return over 5 years is better than : 29.34 vs. HBLIX (6.81).
| 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 | 16 years | - |
| Gain YTD | 5.011 | 3.451 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 678M | 11.2B | 6% |
| Annual Yield % from dividends | 3.76 | 3.40 | 110% |
| Returns for 1 year | 16.09 | 6.91 | 233% |
| Returns for 3 years | 40.72 | 21.24 | 192% |
| Returns for 5 years | 29.34 | 6.81 | 431% |
| Returns for 10 years | 83.03 | 44.19 | 188% |
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