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HBLRX vs JIAFX
HBLRX vs JIAFX Comparison
Open Charts HBLRX vs JIAFX
Hartford Balanced Income R3
Price$14.60
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets11.95B
JHancock Multi-Asset High Income A
Price$9.15
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets109.56M
HBLRX vs JIAFX Comparison Chart
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HBLRX vs. JIAFX commentary
Apr 03, 2025
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 HBLRX is a Buy and JIAFX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12B vs. JIAFX (110M). JIAFX pays higher dividends than HBLRX: JIAFX (5.44) vs HBLRX (2.96). HBLRX was incepted earlier than JIAFX: HBLRX (15 years) vs JIAFX (10 years). HBLRX (1.28) is less costly to investors than JIAFX (1.06). HBLRX is a more actively managed with annual turnover of: 61.00 vs. JIAFX (46.00). HBLRX has a lower initial minimum investment than JIAFX: HBLRX (0) vs JIAFX (1000). JIAFX annual gain was more profitable for investors over the last year : 9.20 vs. HBLRX (3.94). JIAFX return over 5 years is better than : 33.78 vs. HBLRX (26.28).
| HBLRX | JIAFX | HBLRX / JIAFX | |
| Total Expense Ratio | 1.28 | 0.94 | 136% |
| Annual Report Gross Expense Ratio | 1.28 | 1.06 | 121% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 2.824 | 1.933 | 146% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 110M | 10,909% |
| Annual Yield % from dividends | 2.96 | 5.44 | 54% |
| Returns for 1 year | 3.94 | 9.20 | 43% |
| Returns for 3 years | 2.76 | 11.96 | 23% |
| Returns for 5 years | 26.28 | 33.78 | 78% |
| Returns for 10 years | 30.68 | 33.55 | 91% |
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