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HBLSX vs JNBAX
HBLSX vs JNBAX Comparison
Open Charts HBLSX vs JNBAX
Hartford Balanced Income R4
Price$14.30
Change+$0.12 (+0.85%)
VolumeN/A
Net Assets11.55B
JPMorgan Income Builder A
Price$9.72
Change+$0.09 (+0.93%)
VolumeN/A
Net Assets7.9B
HBLSX vs JNBAX Comparison Chart
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HBLSX vs. JNBAX commentary
Apr 25, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.5B vs. JNBAX (7.9B). JNBAX pays higher dividends than HBLSX: JNBAX (5.76) vs HBLSX (3.26). HBLSX was incepted earlier than JNBAX: HBLSX (15 years) vs JNBAX (18 years). JNBAX (1.05) 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 : 7.20 vs. HBLSX (3.11). JNBAX return over 5 years is better than : 26.13 vs. HBLSX (15.97).
| HBLSX | JNBAX | HBLSX / JNBAX | |
| Total Expense Ratio | 0.96 | 0.75 | 128% |
| Annual Report Gross Expense Ratio | 0.96 | 1.05 | 91% |
| Fund Existence | 15 years | 18 years | - |
| Gain YTD | 0.281 | -0.145 | -194% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5B | 7.9B | 146% |
| Annual Yield % from dividends | 3.26 | 5.76 | 57% |
| Returns for 1 year | 3.11 | 7.20 | 43% |
| Returns for 3 years | 4.27 | 8.30 | 51% |
| Returns for 5 years | 15.97 | 26.13 | 61% |
| Returns for 10 years | 28.95 | 35.16 | 82% |
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