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HBLAX vs JNBSX
HBLAX vs JNBSX Comparison
Open Charts HBLAX vs JNBSX
Hartford Balanced Income A
Price$14.29
Change-$0.22 (-1.52%)
VolumeN/A
Net Assets11.99B
JPMorgan Income Builder I
Price$9.70
Change-$0.16 (-1.62%)
VolumeN/A
Net Assets8.13B
HBLAX vs JNBSX Comparison Chart
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HBLAX vs. JNBSX commentary
Apr 04, 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 Hold and JNBSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12B vs. JNBSX (8.13B). 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 : 7.65 vs. HBLAX (4.60). JNBSX return over 5 years is better than : 36.94 vs. HBLAX (28.74).
| 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 | 3.230 | 2.066 | 156% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 12B | 8.13B | 148% |
| Annual Yield % from dividends | 3.37 | 5.90 | 57% |
| Returns for 1 year | 4.60 | 7.65 | 60% |
| Returns for 3 years | 4.33 | 7.75 | 56% |
| Returns for 5 years | 28.74 | 36.94 | 78% |
| Returns for 10 years | 34.56 | 41.63 | 83% |
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