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HBLRX vs JIAFX
HBLRX vs JIAFX Comparison
Open Charts HBLRX vs JIAFX
Hartford Balanced Income R3
Price$14.33
Change-$0.21 (-1.44%)
VolumeN/A
CapitalizationN/A
JHancock Multi-Asset High Income A
Price$9.12
Change-$0.09 (-0.98%)
VolumeN/A
CapitalizationN/A
HBLRX vs JIAFX Comparison Chart
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HBLRX vs. JIAFX commentary
Dec 19, 2024
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 Hold and JIAFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.8B vs. JIAFX (113M). JIAFX pays higher dividends than HBLRX: JIAFX (5.19) vs HBLRX (2.97). HBLRX was incepted earlier than JIAFX: HBLRX (15 years) vs JIAFX (10 years). JIAFX (59.00) and HBLRX (57.00) have comparable annual turnover. 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 : 12.55 vs. HBLRX (8.40). JIAFX return over 5 years is better than : 13.00 vs. HBLRX (12.02).
| HBLRX | JIAFX | HBLRX / JIAFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 7.224 | 11.588 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 113M | 10,442% |
| Annual Yield % from dividends | 2.97 | 5.19 | 57% |
| Returns for 1 year | 8.40 | 12.55 | 67% |
| Returns for 3 years | 2.58 | 8.96 | 29% |
| Returns for 5 years | 12.02 | 13.00 | 93% |
| Returns for 10 years | 34.24 | 34.62 | 99% |
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