HBLYX
Price
$15.29
Change
+$0.08 (+0.53%)
Updated
Sep 4 closing price
Net Assets
11.94B
JIAIX
Price
$9.52
Change
+$0.02 (+0.21%)
Updated
Sep 4 closing price
Net Assets
111.84M
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HBLYX vs JIAIX

Header iconHBLYX vs JIAIX Comparison
Open Charts HBLYX vs JIAIXBanner chart's image
Hartford Balanced Income Y
Price$15.29
Change+$0.08 (+0.53%)
VolumeN/A
Net Assets11.94B
JHancock Multi-Asset High Income I
Price$9.52
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets111.84M
HBLYX vs JIAIX Comparison Chart in %
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HBLYX vs. JIAIX commentary
Sep 06, 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 StrongBuy and JIAIX is a Buy.

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FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B vs. JIAIX (112M). JIAIX pays higher dividends than HBLYX: JIAIX (5.68) vs HBLYX (3.43). HBLYX was incepted earlier than JIAIX: HBLYX (19 years) vs JIAIX (11 years). JIAIX (0.81) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. JIAIX (46.00). HBLYX (250000) and JIAIX (250000) have matching initial minimum investment requirements. JIAIX annual gain was more profitable for investors over the last year : 10.31 vs. HBLYX (2.96). JIAIX return over 5 years is better than : 24.10 vs. HBLYX (16.96).
HBLYXJIAIXHBLYX / JIAIX
Total Expense Ratio0.670.6997%
Annual Report Gross Expense Ratio0.670.8183%
Fund Existence19 years11 years-
Gain YTD7.6238.62488%
Front LoadN/AN/A-
Min. Initial Investment250000250000100%
Min. Initial Investment IRAN/AN/A-
Net Assets11.9B112M10,625%
Annual Yield % from dividends3.435.6860%
Returns for 1 year2.9610.3129%
Returns for 3 years17.9130.2959%
Returns for 5 years16.9624.1070%
Returns for 10 years51.4852.0499%
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