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HBLAX vs JIAIX
HBLAX vs JIAIX Comparison
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HBLAX vs JIAIX Comparison Chart in %
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HBLAX vs. JIAIX 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 HBLAX is a Hold and JIAIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.2B vs. JIAIX (410M). JIAIX pays higher dividends than HBLAX: JIAIX (5.29) vs HBLAX (3.19). HBLAX was incepted earlier than JIAIX: HBLAX (20 years) vs JIAIX (12 years). HBLAX (0.89) is less costly to investors than JIAIX (0.81). HBLAX is a more actively managed with annual turnover of: 90.00 vs. JIAIX (63.00). HBLAX has a lower initial minimum investment than JIAIX: HBLAX (2000) vs JIAIX (250000). JIAIX annual gain was more profitable for investors over the last year : 13.03 vs. HBLAX (6.67). JIAIX return over 5 years is better than : 22.48 vs. HBLAX (5.54).
| HBLAX | JIAIX | HBLAX / JIAIX | |
| Total Expense Ratio | 0.89 | 0.68 | 131% |
| Annual Report Gross Expense Ratio | 0.89 | 0.81 | 110% |
| Fund Existence | 20 years | 12 years | - |
| Gain YTD | 3.324 | 4.839 | 69% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 250000 | 1% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.2B | 410M | 2,732% |
| Annual Yield % from dividends | 3.19 | 5.29 | 60% |
| Returns for 1 year | 6.67 | 13.03 | 51% |
| Returns for 3 years | 20.39 | 39.30 | 52% |
| Returns for 5 years | 5.54 | 22.48 | 25% |
| Returns for 10 years | 41.10 | 57.90 | 71% |
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