HBLYX
Price
$14.54
Change
-$0.16 (-1.09%)
Updated
May 21 closing price
Net Assets
11.77B
JIAIX
Price
$9.20
Change
-$0.05 (-0.54%)
Updated
May 21 closing price
Net Assets
109.84M
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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$14.54
Change-$0.16 (-1.09%)
VolumeN/A
Net Assets11.77B
JHancock Multi-Asset High Income I
Price$9.20
Change-$0.05 (-0.54%)
VolumeN/A
Net Assets109.84M
HBLYX vs JIAIX Comparison Chart
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HBLYX vs. JIAIX commentary
May 23, 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 Buy and JIAIX is a Buy.

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FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. JIAIX (110M). JIAIX pays higher dividends than HBLYX: JIAIX (5.73) vs HBLYX (3.57). 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 : 9.64 vs. HBLYX (3.05). JIAIX return over 5 years is better than : 27.62 vs. HBLYX (19.57).
HBLYXJIAIXHBLYX / JIAIX
Total Expense Ratio0.670.6997%
Annual Report Gross Expense Ratio0.670.8183%
Fund Existence19 years11 years-
Gain YTD3.0993.62286%
Front LoadN/AN/A-
Min. Initial Investment250000250000100%
Min. Initial Investment IRAN/AN/A-
Net Assets11.8B110M10,727%
Annual Yield % from dividends3.575.7362%
Returns for 1 year3.059.6432%
Returns for 3 years11.3421.5053%
Returns for 5 years19.5727.6271%
Returns for 10 years36.9638.8995%
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