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HBLSX vs JIAGX
HBLSX vs JIAGX Comparison
Open Charts HBLSX vs JIAGX
Hartford Balanced Income R4
Price$14.38
Change-$0.22 (-1.51%)
VolumeN/A
Net Assets11.99B
JHancock Multi-Asset High Income C
Price$8.95
Change-$0.16 (-1.76%)
VolumeN/A
Net Assets109.6M
HBLSX vs JIAGX Comparison Chart
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HBLSX vs. JIAGX commentary
Apr 04, 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 Hold and JIAGX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12B vs. JIAGX (110M). JIAGX pays higher dividends than HBLSX: JIAGX (4.67) vs HBLSX (3.26). HBLSX was incepted earlier than JIAGX: HBLSX (15 years) vs JIAGX (10 years). JIAGX (1.81) is less costly to investors than HBLSX (0.96). HBLSX is a more actively managed with annual turnover of: 61.00 vs. JIAGX (46.00). HBLSX has a lower initial minimum investment than JIAGX: HBLSX (0) vs JIAGX (1000). JIAGX annual gain was more profitable for investors over the last year : 8.51 vs. HBLSX (4.55). JIAGX (29.41) and HBLSX (28.44) have equivalent 5 years return.
| HBLSX | JIAGX | HBLSX / JIAGX | |
| Total Expense Ratio | 0.96 | 1.69 | 57% |
| Annual Report Gross Expense Ratio | 0.96 | 1.81 | 53% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 3.251 | 1.969 | 165% |
| Front Load | N/A | N/A | - |
| 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 | 4.67 | 70% |
| Returns for 1 year | 4.55 | 8.51 | 53% |
| Returns for 3 years | 4.10 | 9.66 | 42% |
| Returns for 5 years | 28.44 | 29.41 | 97% |
| Returns for 10 years | 34.03 | 24.28 | 140% |
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