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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
Sep 04, 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: 11B vs. JIAFX (396M). JIAFX pays higher dividends than HBLYX: JIAFX (5.13) vs HBLYX (3.27). 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 : 9.93 vs. HBLYX (4.37). JIAFX return over 5 years is better than : 20.72 vs. HBLYX (6.23).
| 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 | 5.491 | 6.651 | 83% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 396M | 2,778% |
| Annual Yield % from dividends | 3.27 | 5.13 | 64% |
| Returns for 1 year | 4.37 | 9.93 | 44% |
| Returns for 3 years | 21.32 | 38.08 | 56% |
| Returns for 5 years | 6.23 | 20.72 | 30% |
| Returns for 10 years | 41.51 | 52.14 | 80% |
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