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HBLFX vs JNBAX
HBLFX vs JNBAX Comparison
Open Charts HBLFX vs JNBAX
Hartford Balanced Income F
Price$15.33
Change-$0.01 (-0.07%)
VolumeN/A
CapitalizationN/A
JPMorgan Income Builder A
Price$10.19
Change-$0.01 (-0.10%)
VolumeN/A
CapitalizationN/A
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HBLFX vs JNBAX Comparison Chart
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HBLFX vs. JNBAX commentary
Sep 22, 2024
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 HBLFX is a Buy and JNBAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 12.7B vs. JNBAX (8.75B). JNBAX pays higher dividends than HBLFX: JNBAX (4.96) vs HBLFX (3.67). HBLFX was incepted earlier than JNBAX: HBLFX (8 years) vs JNBAX (17 years). HBLFX is a more actively managed with annual turnover of: 57.00 vs. JNBAX (48.00). JNBAX has a lower initial minimum investment than HBLFX: JNBAX (1000) vs HBLFX (1000000). JNBAX (17.80) and HBLFX (16.98) have marching annual gain over last year. HBLFX return over 5 years is better than : 19.44 vs. JNBAX (16.80).
| HBLFX | JNBAX | HBLFX / JNBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 9.161 | 9.582 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 8.75B | 145% |
| Annual Yield % from dividends | 3.67 | 4.96 | 74% |
| Returns for 1 year | 16.98 | 17.80 | 95% |
| Returns for 3 years | 2.52 | 0.45 | 560% |
| Returns for 5 years | 19.44 | 16.80 | 116% |
| Returns for 10 years | N/A | 43.00 | - |
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