HBLSX
Price
$15.22
Change
+$0.05 (+0.33%)
Updated
Sep 23 closing price
Net Assets
11.89B
JNBAX
Price
$10.42
Change
-$0.00 (-0.00%)
Updated
Sep 23 closing price
Net Assets
8.42B
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HBLSX vs JNBAX

Header iconHBLSX vs JNBAX Comparison
Open Charts HBLSX vs JNBAXBanner chart's image
Hartford Balanced Income R4
Price$15.22
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets11.89B
JPMorgan Income Builder A
Price$10.42
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.42B
HBLSX vs JNBAX Comparison Chart in %
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HBLSX vs. JNBAX commentary
Sep 24, 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 Buy.

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FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. JNBAX (8.43B). JNBAX pays higher dividends than HBLSX: JNBAX (5.59) vs HBLSX (3.17). 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 : 8.19 vs. HBLSX (1.75). JNBAX return over 5 years is better than : 27.44 vs. HBLSX (18.32).
HBLSXJNBAXHBLSX / JNBAX
Total Expense Ratio0.960.75128%
Annual Report Gross Expense Ratio0.961.0790%
Fund Existence15 years18 years-
Gain YTD8.16310.68976%
Front LoadN/A5%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets11.9B8.43B141%
Annual Yield % from dividends3.175.5957%
Returns for 1 year1.758.1921%
Returns for 3 years22.4635.0664%
Returns for 5 years18.3227.4467%
Returns for 10 years47.9861.4278%
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