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HBLSX vs JIAFX
HBLSX vs JIAFX Comparison
Open Charts HBLSX vs JIAFX
Hartford Balanced Income R4
Price$14.60
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.95B
JHancock Multi-Asset High Income A
Price$9.15
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets109.56M
HBLSX vs JIAFX Comparison Chart
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HBLSX 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 HBLSX is a Buy and JIAFX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12B vs. JIAFX (110M). JIAFX pays higher dividends than HBLSX: JIAFX (5.44) vs HBLSX (3.26). HBLSX was incepted earlier than JIAFX: HBLSX (15 years) vs JIAFX (10 years). JIAFX (1.06) is less costly to investors than HBLSX (0.96). HBLSX is a more actively managed with annual turnover of: 61.00 vs. JIAFX (46.00). HBLSX has a lower initial minimum investment than JIAFX: HBLSX (0) vs JIAFX (1000). JIAFX annual gain was more profitable for investors over the last year : 9.20 vs. HBLSX (4.26). JIAFX return over 5 years is better than : 33.78 vs. HBLSX (28.09).
| HBLSX | JIAFX | HBLSX / JIAFX | |
| Total Expense Ratio | 0.96 | 0.94 | 102% |
| Annual Report Gross Expense Ratio | 0.96 | 1.06 | 91% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 2.968 | 1.933 | 154% |
| 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 | 3.26 | 5.44 | 60% |
| Returns for 1 year | 4.26 | 9.20 | 46% |
| Returns for 3 years | 3.68 | 11.96 | 31% |
| Returns for 5 years | 28.09 | 33.78 | 83% |
| Returns for 10 years | 34.06 | 33.55 | 102% |
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