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HBLSX vs JNBAX
HBLSX vs JNBAX Comparison
Open Charts HBLSX vs JNBAX
Hartford Balanced Income R4
Price$15.05
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets11.59B
JPMorgan Income Builder A
Price$10.35
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.39B
HBLSX vs JNBAX Comparison Chart in %
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HBLSX vs. JNBAX commentary
Nov 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 HBLSX is a Hold and JNBAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.6B vs. JNBAX (8.39B). JNBAX pays higher dividends than HBLSX: JNBAX (5.43) vs HBLSX (3.19). HBLSX was incepted earlier than JNBAX: HBLSX (15 years) vs JNBAX (18 years). JNBAX (1.07) is less costly to investors than HBLSX (0.96). JNBAX is a more actively managed with annual turnover of: 107.00 vs. HBLSX (61.00). HBLSX has a lower initial minimum investment than JNBAX: HBLSX (0) vs JNBAX (1000). JNBAX annual gain was more profitable for investors over the last year : 9.72 vs. HBLSX (2.96). JNBAX return over 5 years is better than : 19.69 vs. HBLSX (12.17).
| HBLSX | JNBAX | HBLSX / JNBAX | |
| Total Expense Ratio | 0.96 | 0.75 | 128% |
| Annual Report Gross Expense Ratio | 0.96 | 1.07 | 90% |
| Fund Existence | 15 years | 18 years | - |
| Gain YTD | 8.381 | 10.850 | 77% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 8.39B | 138% |
| Annual Yield % from dividends | 3.19 | 5.43 | 59% |
| Returns for 1 year | 2.96 | 9.72 | 31% |
| Returns for 3 years | 16.26 | 30.34 | 54% |
| Returns for 5 years | 12.17 | 19.69 | 62% |
| Returns for 10 years | 42.53 | 58.02 | 73% |
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