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HBLIX vs JNBCX
HBLIX vs JNBCX Comparison
Open Charts HBLIX vs JNBCX
HBLIX vs JNBCX Comparison Chart in %
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HBLIX vs. JNBCX commentary
Jun 12, 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 JNBCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.2B vs. JNBCX (8.7B). JNBCX pays higher dividends than HBLIX: JNBCX (5.09) vs HBLIX (3.40). HBLIX was incepted earlier than JNBCX: HBLIX (16 years) vs JNBCX (19 years). JNBCX (1.56) is less costly to investors than HBLIX (0.66). JNBCX is a more actively managed with annual turnover of: 113.00 vs. HBLIX (90.00). JNBCX has a lower initial minimum investment than HBLIX: JNBCX (1000) vs HBLIX (2000). JNBCX annual gain was more profitable for investors over the last year : 12.19 vs. HBLIX (5.67). JNBCX return over 5 years is better than : 12.61 vs. HBLIX (6.23).
| HBLIX | JNBCX | HBLIX / JNBCX | |
| Total Expense Ratio | 0.66 | 1.25 | 53% |
| Annual Report Gross Expense Ratio | 0.66 | 1.56 | 42% |
| Fund Existence | 16 years | 19 years | - |
| Gain YTD | 3.381 | 4.241 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 8.7B | 129% |
| Annual Yield % from dividends | 3.40 | 5.09 | 67% |
| Returns for 1 year | 5.67 | 12.19 | 47% |
| Returns for 3 years | 20.54 | 32.66 | 63% |
| Returns for 5 years | 6.23 | 12.61 | 49% |
| Returns for 10 years | 44.20 | 59.37 | 74% |
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