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HBLSX vs JNBAX
HBLSX vs JNBAX Comparison
Open Charts HBLSX vs JNBAX
Hartford Balanced Income R4
Price$15.06
Change-$0.06 (-0.40%)
VolumeN/A
Net Assets11.93B
JPMorgan Income Builder A
Price$10.24
Change-$0.04 (-0.39%)
VolumeN/A
Net Assets8.38B
HBLSX vs JNBAX Comparison Chart in %
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HBLSX vs. JNBAX commentary
Sep 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 StrongBuy and JNBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. JNBAX (8.39B). 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 : 8.22 vs. HBLSX (2.88). JNBAX return over 5 years is better than : 22.72 vs. HBLSX (15.11).
| 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 | 7.807 | 9.202 | 85% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 8.39B | 142% |
| Annual Yield % from dividends | 3.17 | 5.59 | 57% |
| Returns for 1 year | 2.88 | 8.22 | 35% |
| Returns for 3 years | 17.26 | 27.85 | 62% |
| Returns for 5 years | 15.11 | 22.72 | 66% |
| Returns for 10 years | 47.84 | 58.92 | 81% |
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