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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
Jul 14, 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 StrongBuy and JIAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.1B vs. JIAIX (405M). JIAIX pays higher dividends than HBLYX: JIAIX (5.33) vs HBLYX (3.32). 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 : 10.74 vs. HBLYX (5.28). JIAIX return over 5 years is better than : 22.31 vs. HBLYX (7.52).
| 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 | 4.458 | 5.410 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 405M | 2,741% |
| Annual Yield % from dividends | 3.32 | 5.33 | 62% |
| Returns for 1 year | 5.28 | 10.74 | 49% |
| Returns for 3 years | 19.62 | 37.18 | 53% |
| Returns for 5 years | 7.52 | 22.31 | 34% |
| Returns for 10 years | 41.42 | 55.36 | 75% |
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