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HBLRX vs JNBSX
HBLRX vs JNBSX Comparison
Open Charts HBLRX vs JNBSX
Hartford Balanced Income R3
Price$15.21
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets11.98B
JPMorgan Income Builder I
Price$10.44
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets8.47B
HBLRX vs JNBSX Comparison Chart in %
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HBLRX vs. JNBSX commentary
Sep 16, 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: 12B vs. JNBSX (8.47B). JNBSX pays higher dividends than HBLRX: JNBSX (5.72) vs HBLRX (2.88). 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 : 8.98 vs. HBLRX (2.83). JNBSX return over 5 years is better than : 24.74 vs. HBLRX (14.42).
| 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 | 8.435 | 10.564 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 8.47B | 142% |
| Annual Yield % from dividends | 2.88 | 5.72 | 50% |
| Returns for 1 year | 2.83 | 8.98 | 32% |
| Returns for 3 years | 18.15 | 31.10 | 58% |
| Returns for 5 years | 14.42 | 24.74 | 58% |
| Returns for 10 years | 43.97 | 61.84 | 71% |
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