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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
Aug 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 Buy and JIAIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.1B vs. JIAIX (396M). JIAIX pays higher dividends than HBLAX: JIAIX (5.40) vs HBLAX (3.15). 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 : 10.82 vs. HBLAX (5.37). JIAIX return over 5 years is better than : 22.36 vs. HBLAX (5.69).
| 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 | 4.636 | 5.592 | 83% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 250000 | 1% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.1B | 396M | 2,803% |
| Annual Yield % from dividends | 3.15 | 5.40 | 58% |
| Returns for 1 year | 5.37 | 10.82 | 50% |
| Returns for 3 years | 18.09 | 36.64 | 49% |
| Returns for 5 years | 5.69 | 22.36 | 25% |
| Returns for 10 years | 39.35 | 55.69 | 71% |
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