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HBLFX vs JNBAX
HBLFX vs JNBAX Comparison
Open Charts HBLFX vs JNBAX
Hartford Balanced Income F
Price$14.28
Change-$0.21 (-1.45%)
VolumeN/A
CapitalizationN/A
JPMorgan Income Builder A
Price$9.84
Change-$0.15 (-1.50%)
VolumeN/A
CapitalizationN/A
HBLFX vs JNBAX Comparison Chart
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HBLFX vs. JNBAX commentary
Dec 19, 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 Hold and JNBAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.8B vs. JNBAX (8.45B). 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 : 10.34 vs. HBLFX (9.12). HBLFX return over 5 years is better than : 15.56 vs. JNBAX (13.58).
| 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 | 7.973 | 8.919 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 8.45B | 140% |
| Annual Yield % from dividends | 3.67 | 4.96 | 74% |
| Returns for 1 year | 9.12 | 10.34 | 88% |
| Returns for 3 years | 4.79 | 3.86 | 124% |
| Returns for 5 years | 15.56 | 13.58 | 115% |
| Returns for 10 years | N/A | 43.23 | - |
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