Interact to see
Advertisement
Advertisement
HBLIX vs JNBSX
HBLIX vs JNBSX Comparison
Open Charts HBLIX vs JNBSX
HBLIX vs JNBSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLIX vs. JNBSX commentary
Jun 22, 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 Hold and JNBSX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.2B vs. JNBSX (8.91B). JNBSX pays higher dividends than HBLIX: JNBSX (5.69) vs HBLIX (3.40). HBLIX was incepted earlier than JNBSX: HBLIX (16 years) vs JNBSX (19 years). JNBSX (0.81) is less costly to investors than HBLIX (0.66). JNBSX is a more actively managed with annual turnover of: 113.00 vs. HBLIX (90.00). HBLIX has a lower initial minimum investment than JNBSX: HBLIX (2000) vs JNBSX (1000000). JNBSX annual gain was more profitable for investors over the last year : 15.94 vs. HBLIX (6.24). JNBSX return over 5 years is better than : 20.92 vs. HBLIX (8.42).
| HBLIX | JNBSX | HBLIX / JNBSX | |
| Total Expense Ratio | 0.66 | 0.60 | 110% |
| Annual Report Gross Expense Ratio | 0.66 | 0.81 | 81% |
| Fund Existence | 16 years | 19 years | - |
| Gain YTD | 3.798 | 7.139 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 8.91B | 126% |
| Annual Yield % from dividends | 3.40 | 5.69 | 60% |
| Returns for 1 year | 6.24 | 15.94 | 39% |
| Returns for 3 years | 11.45 | 20.99 | 55% |
| Returns for 5 years | 8.42 | 20.92 | 40% |
| Returns for 10 years | 44.46 | 72.80 | 61% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers