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HBLYX vs JIAIX
HBLYX vs JIAIX Comparison
Open Charts HBLYX vs JIAIX
Hartford Balanced Income Y
Price$13.97
Change-$0.17 (-1.20%)
VolumeN/A
Net Assets11.5B
JHancock Multi-Asset High Income I
Price$8.66
Change-$0.11 (-1.25%)
VolumeN/A
Net Assets104.73M
HBLYX vs JIAIX Comparison Chart
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HBLYX vs. JIAIX commentary
Apr 08, 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 Hold and JIAIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.5B vs. JIAIX (105M). JIAIX pays higher dividends than HBLYX: JIAIX (5.70) vs HBLYX (3.53). HBLYX was incepted earlier than JIAIX: HBLYX (19 years) vs JIAIX (10 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 : 5.05 vs. HBLYX (0.83). JIAIX return over 5 years is better than : 29.70 vs. HBLYX (24.98).
| HBLYX | JIAIX | HBLYX / JIAIX | |
| Total Expense Ratio | 0.67 | 0.69 | 97% |
| Annual Report Gross Expense Ratio | 0.67 | 0.81 | 83% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | -0.828 | -2.238 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5B | 105M | 10,952% |
| Annual Yield % from dividends | 3.53 | 5.70 | 62% |
| Returns for 1 year | 0.83 | 5.05 | 16% |
| Returns for 3 years | 1.57 | 8.09 | 19% |
| Returns for 5 years | 24.98 | 29.70 | 84% |
| Returns for 10 years | 32.03 | 30.81 | 104% |
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