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HBLSX vs JNBAX
HBLSX vs JNBAX Comparison
Open Charts HBLSX vs JNBAX
Hartford Balanced Income R4
Price$15.22
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets11.89B
JPMorgan Income Builder A
Price$10.42
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.42B
HBLSX vs JNBAX Comparison Chart in %
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HBLSX vs. JNBAX commentary
Sep 24, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. JNBAX (8.43B). 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 : 8.19 vs. HBLSX (1.75). JNBAX return over 5 years is better than : 27.44 vs. HBLSX (18.32).
| 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 | 8.163 | 10.689 | 76% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 8.43B | 141% |
| Annual Yield % from dividends | 3.17 | 5.59 | 57% |
| Returns for 1 year | 1.75 | 8.19 | 21% |
| Returns for 3 years | 22.46 | 35.06 | 64% |
| Returns for 5 years | 18.32 | 27.44 | 67% |
| Returns for 10 years | 47.98 | 61.42 | 78% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BDVG | 12.72 | 0.01 | +0.07% |
| iMGP Berkshire Dividend Growth ETF | |||
| SJCP | 25.13 | N/A | N/A |
| SanJac Alpha Core Plus Bond ETF | |||
| PSMR | 29.09 | -0.06 | -0.21% |
| Pacer Swan SOS Moderate (April) ETF | |||
| GFEB | 40.43 | -0.09 | -0.21% |
| FT Vest U.S. Eq Mod Buffr ETF - Feb | |||
| FDIS | 102.54 | -0.94 | -0.91% |
| Fidelity MSCI Consumer Discret ETF | |||