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HBLSX vs JIAGX
HBLSX vs JIAGX Comparison
Open Charts HBLSX vs JIAGX
Hartford Balanced Income R4
Price$15.17
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets11.9B
JHancock Multi-Asset High Income C
Price$9.55
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets112.66M
HBLSX vs JIAGX Comparison Chart in %
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HBLSX vs. JIAGX commentary
Oct 07, 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 JIAGX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. JIAGX (113M). JIAGX pays higher dividends than HBLSX: JIAGX (4.59) vs HBLSX (3.18). HBLSX was incepted earlier than JIAGX: HBLSX (15 years) vs JIAGX (11 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 : 8.95 vs. HBLSX (3.04). JIAGX return over 5 years is better than : 20.05 vs. HBLSX (17.31).
| 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 | 11 years | - |
| Gain YTD | 9.172 | 9.782 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 113M | 10,531% |
| Annual Yield % from dividends | 3.18 | 4.59 | 69% |
| Returns for 1 year | 3.04 | 8.95 | 34% |
| Returns for 3 years | 24.94 | 35.93 | 69% |
| Returns for 5 years | 17.31 | 20.05 | 86% |
| Returns for 10 years | 46.18 | 38.97 | 118% |
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