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HBLIX vs JNBAX
HBLIX vs JNBAX Comparison
Open Charts HBLIX vs JNBAX
Hartford Balanced Income I
Price$14.28
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.64B
JPMorgan Income Builder A
Price$9.82
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets8.04B
HBLIX vs JNBAX Comparison Chart
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HBLIX vs. JNBAX commentary
May 11, 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 HBLIX is a Buy and JNBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.6B vs. JNBAX (8.04B). JNBAX pays higher dividends than HBLIX: JNBAX (5.81) vs HBLIX (3.65). HBLIX was incepted earlier than JNBAX: HBLIX (15 years) vs JNBAX (18 years). JNBAX (1.07) is less costly to investors than HBLIX (0.65). JNBAX is a more actively managed with annual turnover of: 107.00 vs. HBLIX (61.00). JNBAX has a lower initial minimum investment than HBLIX: JNBAX (1000) vs HBLIX (2000). JNBAX annual gain was more profitable for investors over the last year : 7.31 vs. HBLIX (2.54). JNBAX return over 5 years is better than : 27.17 vs. HBLIX (19.42).
| HBLIX | JNBAX | HBLIX / JNBAX | |
| Total Expense Ratio | 0.65 | 0.75 | 87% |
| Annual Report Gross Expense Ratio | 0.65 | 1.07 | 61% |
| Fund Existence | 15 years | 18 years | - |
| Gain YTD | 1.653 | 2.349 | 70% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 8.04B | 144% |
| Annual Yield % from dividends | 3.65 | 5.81 | 63% |
| Returns for 1 year | 2.54 | 7.31 | 35% |
| Returns for 3 years | 9.70 | 15.80 | 61% |
| Returns for 5 years | 19.42 | 27.17 | 71% |
| Returns for 10 years | 35.31 | 40.84 | 86% |
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