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HBLFX vs JNBAX
HBLFX vs JNBAX Comparison
Open Charts HBLFX vs JNBAX
Hartford Balanced Income F
Price$14.38
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets12.1B
JPMorgan Income Builder A
Price$9.89
Change+$0.04 (+0.41%)
VolumeN/A
Net Assets8.3B
HBLFX vs JNBAX Comparison Chart
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HBLFX vs. JNBAX commentary
Jan 19, 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 HBLFX is a Buy and JNBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 12.1B vs. JNBAX (8.3B). JNBAX pays higher dividends than HBLFX: JNBAX (4.96) vs HBLFX (3.67). HBLFX was incepted earlier than JNBAX: HBLFX (8 years) vs JNBAX (18 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 annual gain was more profitable for investors over the last year : 10.13 vs. HBLFX (6.31). JNBAX return over 5 years is better than : 11.44 vs. HBLFX (9.83).
| HBLFX | JNBAX | HBLFX / JNBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | 1.410 | 1.228 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 8.3B | 146% |
| Annual Yield % from dividends | 3.67 | 4.96 | 74% |
| Returns for 1 year | 6.31 | 10.13 | 62% |
| Returns for 3 years | 1.34 | 3.06 | 44% |
| Returns for 5 years | 9.83 | 11.44 | 86% |
| Returns for 10 years | N/A | 42.14 | - |
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