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HBLRX vs JNBAX
HBLRX vs JNBAX Comparison
Open Charts HBLRX vs JNBAX
Hartford Balanced Income R3
Price$14.38
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.77B
JPMorgan Income Builder A
Price$9.89
Change-$0.07 (-0.70%)
VolumeN/A
Net Assets8.15B
HBLRX vs JNBAX Comparison Chart
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HBLRX vs. JNBAX commentary
May 23, 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 HBLRX is a Buy and JNBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.8B vs. JNBAX (8.15B). JNBAX pays higher dividends than HBLRX: JNBAX (5.81) vs HBLRX (2.99). HBLRX was incepted earlier than JNBAX: HBLRX (15 years) vs JNBAX (18 years). HBLRX (1.28) is less costly to investors than JNBAX (1.07). JNBAX is a more actively managed with annual turnover of: 107.00 vs. HBLRX (61.00). HBLRX has a lower initial minimum investment than JNBAX: HBLRX (0) vs JNBAX (1000). JNBAX annual gain was more profitable for investors over the last year : 7.73 vs. HBLRX (2.37). JNBAX return over 5 years is better than : 27.91 vs. HBLRX (16.23).
| HBLRX | JNBAX | HBLRX / JNBAX | |
| Total Expense Ratio | 1.28 | 0.75 | 171% |
| Annual Report Gross Expense Ratio | 1.28 | 1.07 | 120% |
| Fund Existence | 15 years | 18 years | - |
| Gain YTD | 2.824 | 3.808 | 74% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 8.15B | 145% |
| Annual Yield % from dividends | 2.99 | 5.81 | 51% |
| Returns for 1 year | 2.37 | 7.73 | 31% |
| Returns for 3 years | 9.32 | 17.45 | 53% |
| Returns for 5 years | 16.23 | 27.91 | 58% |
| Returns for 10 years | 29.82 | 41.48 | 72% |
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