Interact to see
Advertisement
Advertisement
HBLIX vs JIAGX
HBLIX vs JIAGX Comparison
Open Charts HBLIX vs JIAGX
HBLIX vs JIAGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLIX vs. JIAGX 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 HBLIX is a Buy and JIAGX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.1B vs. JIAGX (396M). JIAGX pays higher dividends than HBLIX: JIAGX (4.38) vs HBLIX (3.37). HBLIX was incepted earlier than JIAGX: HBLIX (16 years) vs JIAGX (12 years). JIAGX (1.81) is less costly to investors than HBLIX (0.66). HBLIX is a more actively managed with annual turnover of: 90.00 vs. JIAGX (63.00). JIAGX has a lower initial minimum investment than HBLIX: JIAGX (1000) vs HBLIX (2000). JIAGX annual gain was more profitable for investors over the last year : 9.83 vs. HBLIX (5.67). JIAGX return over 5 years is better than : 16.71 vs. HBLIX (7.03).
| HBLIX | JIAGX | HBLIX / JIAGX | |
| Total Expense Ratio | 0.66 | 1.68 | 39% |
| Annual Report Gross Expense Ratio | 0.66 | 1.81 | 36% |
| Fund Existence | 16 years | 12 years | - |
| Gain YTD | 4.821 | 5.082 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 396M | 2,803% |
| Annual Yield % from dividends | 3.37 | 4.38 | 77% |
| Returns for 1 year | 5.67 | 9.83 | 58% |
| Returns for 3 years | 18.91 | 32.76 | 58% |
| Returns for 5 years | 7.03 | 16.71 | 42% |
| Returns for 10 years | 42.48 | 41.25 | 103% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement