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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
Aug 23, 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 Buy and JIAIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.1B vs. JIAIX (400M). JIAIX pays higher dividends than HBLYX: JIAIX (5.40) vs HBLYX (3.29). 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 : 10.75 vs. HBLYX (5.19). JIAIX return over 5 years is better than : 23.14 vs. HBLYX (7.55).
| 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 | 6.110 | 6.880 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 400M | 2,775% |
| Annual Yield % from dividends | 3.29 | 5.40 | 61% |
| Returns for 1 year | 5.19 | 10.75 | 48% |
| Returns for 3 years | 24.06 | 41.46 | 58% |
| Returns for 5 years | 7.55 | 23.14 | 33% |
| Returns for 10 years | 42.54 | 56.14 | 76% |
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