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HBLSX vs JNBAX
HBLSX vs JNBAX Comparison
Open Charts HBLSX vs JNBAX
Hartford Balanced Income R4
Price$14.87
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.83B
JPMorgan Income Builder A
Price$10.17
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets8.31B
HBLSX vs JNBAX Comparison Chart in %
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HBLSX vs. JNBAX commentary
Aug 07, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B vs. JNBAX (8.31B). JNBAX pays higher dividends than HBLSX: JNBAX (5.66) 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 : 11.94 vs. HBLSX (4.90). JNBAX return over 5 years is better than : 21.88 vs. HBLSX (13.35).
| 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 | 5.953 | 7.747 | 77% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 8.31B | 142% |
| Annual Yield % from dividends | 3.24 | 5.66 | 57% |
| Returns for 1 year | 4.90 | 11.94 | 41% |
| Returns for 3 years | 12.25 | 22.17 | 55% |
| Returns for 5 years | 13.35 | 21.88 | 61% |
| Returns for 10 years | 40.09 | 50.32 | 80% |
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