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HBLRX vs JNBSX
HBLRX vs JNBSX Comparison
Open Charts HBLRX vs JNBSX
Hartford Balanced Income R3
Price$15.12
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
JPMorgan Income Builder I
Price$10.43
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.44B
HBLRX vs JNBSX Comparison Chart in %
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HBLRX vs. JNBSX commentary
Oct 20, 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 Hold and JNBSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.8B vs. JNBSX (8.44B). JNBSX pays higher dividends than HBLRX: JNBSX (5.63) vs HBLRX (2.89). 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 : 8.61 vs. HBLRX (1.78). JNBSX return over 5 years is better than : 25.17 vs. HBLRX (13.81).
| 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 | 8.426 | 11.180 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 8.44B | 140% |
| Annual Yield % from dividends | 2.89 | 5.63 | 51% |
| Returns for 1 year | 1.78 | 8.61 | 21% |
| Returns for 3 years | 22.80 | 37.67 | 61% |
| Returns for 5 years | 13.81 | 25.17 | 55% |
| Returns for 10 years | 40.84 | 60.30 | 68% |
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