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HBLSX vs JNBAX
HBLSX vs JNBAX Comparison
Open Charts HBLSX vs JNBAX
Hartford Balanced Income R4
Price$14.54
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.72B
JPMorgan Income Builder A
Price$9.94
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets8.13B
HBLSX vs JNBAX Comparison Chart
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HBLSX vs. JNBAX commentary
Jun 03, 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: 11.7B vs. JNBAX (8.13B). JNBAX pays higher dividends than HBLSX: JNBAX (5.71) vs HBLSX (3.26). 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 : 8.60 vs. HBLSX (3.47). JNBAX return over 5 years is better than : 22.32 vs. HBLSX (13.07).
| 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 | 2.897 | 3.901 | 74% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 8.13B | 144% |
| Annual Yield % from dividends | 3.26 | 5.71 | 57% |
| Returns for 1 year | 3.47 | 8.60 | 40% |
| Returns for 3 years | 7.42 | 14.78 | 50% |
| Returns for 5 years | 13.07 | 22.32 | 59% |
| Returns for 10 years | 34.96 | 44.56 | 78% |
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