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HBLFX vs JNBSX
HBLFX vs JNBSX Comparison
Open Charts HBLFX vs JNBSX
Hartford Balanced Income F
Price$15.04
Change-$0.05 (-0.33%)
VolumeN/A
CapitalizationN/A
JPMorgan Income Builder I
Price$9.97
Change-$0.06 (-0.60%)
VolumeN/A
CapitalizationN/A
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HBLFX vs JNBSX Comparison Chart
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HBLFX vs. JNBSX commentary
Sep 08, 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 StrongBuy and JNBSX is a StrongSell.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 12.5B vs. JNBSX (8.59B). JNBSX pays higher dividends than HBLFX: JNBSX (5.10) vs HBLFX (3.67). HBLFX was incepted earlier than JNBSX: HBLFX (8 years) vs JNBSX (17 years). HBLFX is a more actively managed with annual turnover of: 57.00 vs. JNBSX (48.00). HBLFX (1000000) and JNBSX (1000000) have matching initial minimum investment requirements. JNBSX annual gain was more profitable for investors over the last year : 14.97 vs. HBLFX (14.14). HBLFX return over 5 years is better than : 17.89 vs. JNBSX (15.73).
| HBLFX | JNBSX | HBLFX / JNBSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 7.452 | 7.738 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5B | 8.59B | 145% |
| Annual Yield % from dividends | 3.67 | 5.10 | 72% |
| Returns for 1 year | 14.14 | 14.97 | 94% |
| Returns for 3 years | -1.05 | -2.85 | 37% |
| Returns for 5 years | 17.89 | 15.73 | 114% |
| Returns for 10 years | N/A | 40.39 | - |
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