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HBLYX vs JIAFX
HBLYX vs JIAFX Comparison
Open Charts HBLYX vs JIAFX
HBLYX vs JIAFX Comparison Chart in %
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HBLYX vs. JIAFX commentary
Aug 14, 2026
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: 11.2B vs. JIAFX (401M). JIAFX pays higher dividends than HBLYX: JIAFX (5.14) vs HBLYX (3.29). HBLYX was incepted earlier than JIAFX: HBLYX (20 years) vs JIAFX (12 years). JIAFX (1.06) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 90.00 vs. JIAFX (63.00). 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 : 10.24 vs. HBLYX (5.12). JIAFX return over 5 years is better than : 21.52 vs. HBLYX (7.36).
| HBLYX | JIAFX | HBLYX / JIAFX | |
| Total Expense Ratio | 0.67 | 0.93 | 72% |
| Annual Report Gross Expense Ratio | 0.67 | 1.06 | 63% |
| Fund Existence | 20 years | 12 years | - |
| Gain YTD | 6.179 | 6.723 | 92% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 401M | 2,793% |
| Annual Yield % from dividends | 3.29 | 5.14 | 64% |
| Returns for 1 year | 5.12 | 10.24 | 50% |
| Returns for 3 years | 22.20 | 38.57 | 58% |
| Returns for 5 years | 7.36 | 21.52 | 34% |
| Returns for 10 years | 43.04 | 52.28 | 82% |
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