HBLRX
Price
$14.48
Change
-$0.00 (-0.00%)
Updated
Apr 1, 6:59 PM EST
JNBSX
Price
$9.78
Change
-$0.00 (-0.00%)
Updated
Apr 1, 6:59 PM EST
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Compare trend and price HBLRX vs JNBSX

Header iconHBLRX vs JNBSX Comparison
Open Charts HBLRX vs JNBSXBanner chart's image
Hartford Balanced Income R3
Price$14.48
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JPMorgan Income Builder I
Price$9.78
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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HBLRX vs JNBSX Comparison Chart

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VS
HBLRX vs. JNBSX commentary
Apr 14, 2024

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 Hold.

FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12.7B vs. JNBSX (8.88B). JNBSX pays higher dividends than HBLRX: JNBSX (5.10) vs HBLRX (2.97). HBLRX was incepted earlier than JNBSX: HBLRX (14 years) vs JNBSX (17 years). HBLRX (1.25) is less costly to investors than JNBSX (0.80). HBLRX is a more actively managed with annual turnover of: 57.00 vs. JNBSX (48.00). 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 : 8.90 vs. HBLRX (7.97). JNBSX return over 5 years is better than : 16.09 vs. HBLRX (14.55).
HBLRXJNBSXHBLRX / JNBSX
Total Expense Ratio1.250.60208%
Annual Report Gross Expense Ratio1.250.80156%
Fund Existence14 years17 years-
Gain YTD1.5102.52860%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets12.7B8.88B143%
Annual Yield % from dividends2.975.1058%
Returns for 1 year7.978.9089%
Returns for 3 years-2.20-0.94233%
Returns for 5 years14.5516.0990%
Returns for 10 years30.9740.3877%
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