Interact to see
Advertisement
Advertisement
HBLSX vs JNBAX
HBLSX vs JNBAX Comparison
Open Charts HBLSX vs JNBAX
Hartford Balanced Income R4
Price$14.88
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.96B
JPMorgan Income Builder A
Price$10.19
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets8.33B
HBLSX vs JNBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLSX vs. JNBAX commentary
Jul 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 Buy and JNBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12B vs. JNBAX (8.33B). JNBAX pays higher dividends than HBLSX: JNBAX (5.62) vs HBLSX (3.24). 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 : 10.34 vs. HBLSX (6.57). JNBAX return over 5 years is better than : 25.84 vs. HBLSX (17.66).
| 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 | 6.096 | 7.175 | 85% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 8.33B | 144% |
| Annual Yield % from dividends | 3.24 | 5.62 | 58% |
| Returns for 1 year | 6.57 | 10.34 | 64% |
| Returns for 3 years | 15.97 | 25.30 | 63% |
| Returns for 5 years | 17.66 | 25.84 | 68% |
| Returns for 10 years | 40.59 | 51.00 | 80% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CVRT | 32.35 | 0.27 | +0.83% |
| Calamos Convertible Equity Alt ETF | |||
| EEMX | 37.85 | 0.15 | +0.40% |
| SPDR® MSCI Em Mkts Fssl Ful Free RsrvETF | |||
| GMAY | 39.27 | 0.10 | +0.26% |
| FT Vest U.S. Eq Mod Buffr ETF - May | |||
| SILJ | 15.06 | 0.03 | +0.20% |
| Amplify Junior Silver Miners ETF | |||
| BSCY | 20.70 | -0.03 | -0.14% |
| Invesco BulletShares 2034 Corp Bd ETF | |||