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HBLYX vs JIAIX
HBLYX vs JIAIX Comparison
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HBLYX vs JIAIX Comparison Chart in %
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HBLYX vs. JIAIX commentary
Sep 12, 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 Hold and JIAIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 10.9B vs. JIAIX (393M). JIAIX pays higher dividends than HBLYX: JIAIX (5.38) vs HBLYX (3.27). HBLYX was incepted earlier than JIAIX: HBLYX (20 years) vs JIAIX (12 years). JIAIX (0.81) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 90.00 vs. JIAIX (63.00). HBLYX (250000) and JIAIX (250000) have matching initial minimum investment requirements. JIAIX annual gain was more profitable for investors over the last year : 8.18 vs. HBLYX (1.47). JIAIX return over 5 years is better than : 21.93 vs. HBLYX (5.98).
| HBLYX | JIAIX | HBLYX / JIAIX | |
| Total Expense Ratio | 0.67 | 0.68 | 99% |
| Annual Report Gross Expense Ratio | 0.67 | 0.81 | 83% |
| Fund Existence | 20 years | 12 years | - |
| Gain YTD | 4.252 | 6.077 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.9B | 393M | 2,774% |
| Annual Yield % from dividends | 3.27 | 5.38 | 61% |
| Returns for 1 year | 1.47 | 8.18 | 18% |
| Returns for 3 years | 20.75 | 38.64 | 54% |
| Returns for 5 years | 5.98 | 21.93 | 27% |
| Returns for 10 years | 42.45 | 56.65 | 75% |
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