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HBLYX vs JIAFX
HBLYX vs JIAFX Comparison
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HBLYX vs JIAFX Comparison Chart in %
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HBLYX vs. JIAFX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.2B vs. JIAFX (407M). JIAFX pays higher dividends than HBLYX: JIAFX (5.03) vs HBLYX (3.33). 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 : 11.76 vs. HBLYX (6.24). JIAFX return over 5 years is better than : 20.76 vs. HBLYX (7.37).
| 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 | 4.415 | 4.942 | 89% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 407M | 2,752% |
| Annual Yield % from dividends | 3.33 | 5.03 | 66% |
| Returns for 1 year | 6.24 | 11.76 | 53% |
| Returns for 3 years | 21.56 | 37.07 | 58% |
| Returns for 5 years | 7.37 | 20.76 | 35% |
| Returns for 10 years | 46.61 | 54.95 | 85% |
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