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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
Jun 03, 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: 11.2B vs. JIAIX (410M). JIAIX pays higher dividends than HBLYX: JIAIX (5.29) vs HBLYX (3.33). 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 : 13.03 vs. HBLYX (6.99). JIAIX return over 5 years is better than : 22.48 vs. HBLYX (6.96).
| 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 | 3.459 | 4.839 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 410M | 2,732% |
| Annual Yield % from dividends | 3.33 | 5.29 | 63% |
| Returns for 1 year | 6.99 | 13.03 | 54% |
| Returns for 3 years | 21.31 | 39.30 | 54% |
| Returns for 5 years | 6.96 | 22.48 | 31% |
| Returns for 10 years | 44.64 | 57.90 | 77% |
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