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HBLIX vs JNBSX
HBLIX vs JNBSX Comparison
Open Charts HBLIX vs JNBSX
Hartford Balanced Income I
Price$14.27
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.65B
JPMorgan Income Builder I
Price$9.82
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets8.05B
HBLIX vs JNBSX Comparison Chart
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HBLIX vs. JNBSX commentary
May 09, 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 JNBSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.7B vs. JNBSX (8.05B). JNBSX pays higher dividends than HBLIX: JNBSX (5.95) vs HBLIX (3.65). HBLIX was incepted earlier than JNBSX: HBLIX (15 years) vs JNBSX (18 years). JNBSX (0.82) is less costly to investors than HBLIX (0.65). JNBSX is a more actively managed with annual turnover of: 107.00 vs. HBLIX (61.00). HBLIX has a lower initial minimum investment than JNBSX: HBLIX (2000) vs JNBSX (1000000). JNBSX annual gain was more profitable for investors over the last year : 7.90 vs. HBLIX (3.04). JNBSX return over 5 years is better than : 28.13 vs. HBLIX (19.42).
| HBLIX | JNBSX | HBLIX / JNBSX | |
| Total Expense Ratio | 0.65 | 0.60 | 108% |
| Annual Report Gross Expense Ratio | 0.65 | 0.82 | 79% |
| Fund Existence | 15 years | 18 years | - |
| Gain YTD | 1.653 | 2.394 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 8.05B | 145% |
| Annual Yield % from dividends | 3.65 | 5.95 | 61% |
| Returns for 1 year | 3.04 | 7.90 | 38% |
| Returns for 3 years | 9.85 | 16.25 | 61% |
| Returns for 5 years | 19.42 | 28.13 | 69% |
| Returns for 10 years | 35.01 | 42.11 | 83% |
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