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HBLSX vs JNBAX
HBLSX vs JNBAX Comparison
Open Charts HBLSX vs JNBAX
Hartford Balanced Income R4
Price$15.12
Change-$0.04 (-0.26%)
VolumeN/A
CapitalizationN/A
JPMorgan Income Builder A
Price$9.93
Change-$0.04 (-0.40%)
VolumeN/A
CapitalizationN/A
HBLSX vs JNBAX Comparison Chart
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HBLSX vs. JNBAX commentary
Nov 18, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.4B vs. JNBAX (8.47B). JNBAX pays higher dividends than HBLSX: JNBAX (4.96) vs HBLSX (3.25). HBLSX was incepted earlier than JNBAX: HBLSX (14 years) vs JNBAX (17 years). HBLSX is a more actively managed with annual turnover of: 57.00 vs. JNBAX (48.00). HBLSX has a lower initial minimum investment than JNBAX: HBLSX (0) vs JNBAX (1000). HBLSX (15.11) and JNBAX (14.69) have marching annual gain over last year. HBLSX return over 5 years is better than : 14.63 vs. JNBAX (13.81).
| HBLSX | JNBAX | HBLSX / JNBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 17 years | - |
| Gain YTD | 7.754 | 7.778 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 8.47B | 146% |
| Annual Yield % from dividends | 3.25 | 4.96 | 66% |
| Returns for 1 year | 15.11 | 14.69 | 103% |
| Returns for 3 years | -1.26 | -2.61 | 48% |
| Returns for 5 years | 14.63 | 13.81 | 106% |
| Returns for 10 years | 36.01 | 40.22 | 90% |
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