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HBLAX vs JNBSX
HBLAX vs JNBSX Comparison
Open Charts HBLAX vs JNBSX
Hartford Balanced Income A
Price$14.21
Change+$0.12 (+0.85%)
VolumeN/A
Net Assets11.55B
JPMorgan Income Builder I
Price$9.74
Change+$0.09 (+0.93%)
VolumeN/A
Net Assets7.9B
HBLAX vs JNBSX Comparison Chart
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HBLAX vs. JNBSX commentary
Apr 25, 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 HBLAX is a Buy and JNBSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.5B vs. JNBSX (7.9B). JNBSX pays higher dividends than HBLAX: JNBSX (5.90) vs HBLAX (3.37). HBLAX was incepted earlier than JNBSX: HBLAX (19 years) vs JNBSX (18 years). HBLAX (0.89) is less costly to investors than JNBSX (0.80). JNBSX is a more actively managed with annual turnover of: 107.00 vs. HBLAX (61.00). HBLAX has a lower initial minimum investment than JNBSX: HBLAX (2000) vs JNBSX (1000000). JNBSX annual gain was more profitable for investors over the last year : 7.35 vs. HBLAX (3.15). JNBSX return over 5 years is better than : 26.96 vs. HBLAX (16.27).
| HBLAX | JNBSX | HBLAX / JNBSX | |
| Total Expense Ratio | 0.89 | 0.60 | 148% |
| Annual Report Gross Expense Ratio | 0.89 | 0.80 | 111% |
| Fund Existence | 19 years | 18 years | - |
| Gain YTD | 0.242 | -0.108 | -224% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.5B | 7.9B | 146% |
| Annual Yield % from dividends | 3.37 | 5.90 | 57% |
| Returns for 1 year | 3.15 | 7.35 | 43% |
| Returns for 3 years | 4.50 | 8.74 | 52% |
| Returns for 5 years | 16.27 | 26.96 | 60% |
| Returns for 10 years | 29.43 | 37.04 | 79% |
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