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HBLRX vs JNBSX
HBLRX vs JNBSX Comparison
Open Charts HBLRX vs JNBSX
Hartford Balanced Income R3
Price$14.79
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets11.86B
JPMorgan Income Builder I
Price$10.16
Change-$0.04 (-0.39%)
VolumeN/A
Net Assets8.28B
HBLRX vs JNBSX Comparison Chart in %
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HBLRX vs. JNBSX commentary
Jul 14, 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: 11.9B vs. JNBSX (8.28B). JNBSX pays higher dividends than HBLRX: JNBSX (5.76) vs HBLRX (2.94). 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 : 8.83 vs. HBLRX (4.09). JNBSX return over 5 years is better than : 25.92 vs. HBLRX (15.09).
| 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 | 5.302 | 6.818 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 8.28B | 144% |
| Annual Yield % from dividends | 2.94 | 5.76 | 51% |
| Returns for 1 year | 4.09 | 8.83 | 46% |
| Returns for 3 years | 14.81 | 25.95 | 57% |
| Returns for 5 years | 15.09 | 25.92 | 58% |
| Returns for 10 years | 35.64 | 50.11 | 71% |
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