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HBLRX vs JNBSX
HBLRX vs JNBSX Comparison
Open Charts HBLRX vs JNBSX
Hartford Balanced Income R3
Price$14.35
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
HBLRX vs JNBSX Comparison Chart
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HBLRX 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 HBLRX is a Buy and JNBSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.7B vs. JNBSX (8.05B). JNBSX pays higher dividends than HBLRX: JNBSX (5.95) vs HBLRX (2.99). HBLRX was incepted earlier than JNBSX: HBLRX (15 years) vs JNBSX (18 years). HBLRX (1.28) is less costly to investors than JNBSX (0.82). JNBSX is a more actively managed with annual turnover of: 107.00 vs. HBLRX (61.00). HBLRX has a lower initial minimum investment than JNBSX: HBLRX (0) vs JNBSX (1000000). JNBSX annual gain was more profitable for investors over the last year : 7.90 vs. HBLRX (2.44). JNBSX return over 5 years is better than : 28.13 vs. HBLRX (16.20).
| HBLRX | JNBSX | HBLRX / JNBSX | |
| Total Expense Ratio | 1.28 | 0.60 | 213% |
| Annual Report Gross Expense Ratio | 1.28 | 0.82 | 156% |
| Fund Existence | 15 years | 18 years | - |
| Gain YTD | 1.481 | 2.394 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 8.05B | 145% |
| Annual Yield % from dividends | 2.99 | 5.95 | 50% |
| Returns for 1 year | 2.44 | 7.90 | 31% |
| Returns for 3 years | 7.90 | 16.25 | 49% |
| Returns for 5 years | 16.20 | 28.13 | 58% |
| Returns for 10 years | 28.50 | 42.11 | 68% |
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