Ad is loading...
HBLSX vs JNBAX
HBLSX vs JNBAX Comparison
Open Charts HBLSX vs JNBAX
Hartford Balanced Income R4
Price$14.38
Change-$0.22 (-1.51%)
VolumeN/A
Net Assets11.99B
JPMorgan Income Builder A
Price$9.68
Change-$0.16 (-1.63%)
VolumeN/A
Net Assets8.13B
HBLSX vs JNBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HBLSX vs. JNBAX commentary
Apr 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12B vs. JNBAX (8.13B). JNBAX pays higher dividends than HBLSX: JNBAX (5.76) vs HBLSX (3.26). HBLSX was incepted earlier than JNBAX: HBLSX (15 years) vs JNBAX (18 years). JNBAX (1.05) 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 : 7.50 vs. HBLSX (4.55). JNBAX return over 5 years is better than : 35.92 vs. HBLSX (28.44).
| HBLSX | JNBAX | HBLSX / JNBAX | |
| Total Expense Ratio | 0.96 | 0.75 | 128% |
| Annual Report Gross Expense Ratio | 0.96 | 1.05 | 91% |
| Fund Existence | 15 years | 18 years | - |
| Gain YTD | 3.251 | 2.033 | 160% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 8.13B | 148% |
| Annual Yield % from dividends | 3.26 | 5.76 | 57% |
| Returns for 1 year | 4.55 | 7.50 | 61% |
| Returns for 3 years | 4.10 | 7.32 | 56% |
| Returns for 5 years | 28.44 | 35.92 | 79% |
| Returns for 10 years | 34.03 | 39.70 | 86% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers