HBLIX
Price
$14.18
Change
-$0.00 (-0.00%)
Updated
Feb 28, 6:59 PM EST
JNBSX
Price
$9.61
Change
-$0.00 (-0.00%)
Updated
Feb 28, 6:59 PM EST
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Compare predictions HBLIX vs JNBSX

Header iconHBLIX vs JNBSX Comparison
Open Charts HBLIX vs JNBSXBanner chart's image
Hartford Balanced Income I
Price$14.18
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JPMorgan Income Builder I
Price$9.61
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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HBLIX vs JNBSX Comparison Chart

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VS
HBLIX vs. JNBSX commentary
Feb 29, 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 HBLIX is a Hold and JNBSX is a Hold.

FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12.5B vs. JNBSX (8.8B). JNBSX pays higher dividends than HBLIX: JNBSX (5.13) vs HBLIX (3.57). HBLIX was incepted earlier than JNBSX: HBLIX (14 years) vs JNBSX (17 years). JNBSX (0.78) is less costly to investors than HBLIX (0.62). HBLIX is a more actively managed with annual turnover of: 57.00 vs. JNBSX (48.00). 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 : 7.71 vs. HBLIX (6.90). HBLIX return over 5 years is better than : 16.81 vs. JNBSX (15.25).
HBLIXJNBSXHBLIX / JNBSX
Total Expense Ratio0.620.60103%
Annual Report Gross Expense Ratio0.620.7879%
Fund Existence14 years17 years-
Gain YTD-0.8390.210-400%
Front LoadN/AN/A-
Min. Initial Investment200010000000%
Min. Initial Investment IRA2000N/A-
Net Assets12.5B8.8B142%
Annual Yield % from dividends3.575.1370%
Returns for 1 year6.907.7189%
Returns for 3 years0.29-1.06-27%
Returns for 5 years16.8115.25110%
Returns for 10 years35.7238.0194%
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