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HBLYX vs JIAFX
HBLYX vs JIAFX Comparison
Open Charts HBLYX vs JIAFX
Hartford Balanced Income Y
Price$14.74
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
HBLYX vs JIAFX Comparison Chart
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HBLYX 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 HBLYX is a Buy and JIAFX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12B vs. JIAFX (110M). JIAFX pays higher dividends than HBLYX: JIAFX (5.44) vs HBLYX (3.53). HBLYX was incepted earlier than JIAFX: HBLYX (19 years) vs JIAFX (10 years). JIAFX (1.06) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. JIAFX (46.00). JIAFX has a lower initial minimum investment than HBLYX: JIAFX (1000) vs HBLYX (250000). JIAFX annual gain was more profitable for investors over the last year : 9.20 vs. HBLYX (4.68). JIAFX return over 5 years is better than : 33.78 vs. HBLYX (29.93).
| HBLYX | JIAFX | HBLYX / JIAFX | |
| Total Expense Ratio | 0.67 | 0.94 | 71% |
| Annual Report Gross Expense Ratio | 0.67 | 1.06 | 63% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 3.099 | 1.933 | 160% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 110M | 10,909% |
| Annual Yield % from dividends | 3.53 | 5.44 | 65% |
| Returns for 1 year | 4.68 | 9.20 | 51% |
| Returns for 3 years | 4.71 | 11.96 | 39% |
| Returns for 5 years | 29.93 | 33.78 | 89% |
| Returns for 10 years | 37.86 | 33.55 | 113% |
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