Interact to see
Advertisement
Advertisement
HBLSX vs JNBSX
HBLSX vs JNBSX Comparison
Open Charts HBLSX vs JNBSX
Hartford Balanced Income R4
Price$15.18
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.89B
JPMorgan Income Builder I
Price$10.43
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets8.45B
HBLSX vs JNBSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLSX vs. JNBSX commentary
Oct 09, 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 JNBSX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. JNBSX (8.45B). JNBSX pays higher dividends than HBLSX: JNBSX (5.63) vs HBLSX (3.18). HBLSX was incepted earlier than JNBSX: HBLSX (15 years) vs JNBSX (18 years). HBLSX (0.96) is less costly to investors than JNBSX (0.82). JNBSX is a more actively managed with annual turnover of: 107.00 vs. HBLSX (61.00). HBLSX has a lower initial minimum investment than JNBSX: HBLSX (0) vs JNBSX (1000000). JNBSX annual gain was more profitable for investors over the last year : 9.35 vs. HBLSX (3.31). JNBSX return over 5 years is better than : 25.29 vs. HBLSX (16.30).
| HBLSX | JNBSX | HBLSX / JNBSX | |
| Total Expense Ratio | 0.96 | 0.60 | 160% |
| Annual Report Gross Expense Ratio | 0.96 | 0.82 | 117% |
| Fund Existence | 15 years | 18 years | - |
| Gain YTD | 9.028 | 11.393 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 8.45B | 141% |
| Annual Yield % from dividends | 3.18 | 5.63 | 57% |
| Returns for 1 year | 3.31 | 9.35 | 35% |
| Returns for 3 years | 24.78 | 38.55 | 64% |
| Returns for 5 years | 16.30 | 25.29 | 64% |
| Returns for 10 years | 45.99 | 61.58 | 75% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FREIX | 35.21 | N/A | N/A |
| Franklin Equity Income R | |||
| CBGAX | 14.73 | N/A | N/A |
| ClearBridge Global Infrastructure Inc C | |||
| DGEFX | 14.32 | -0.02 | -0.14% |
| Destinations Equity Income I | |||
| FWMMX | 67.38 | -0.17 | -0.25% |
| American Funds Washington Mutual 529-F-2 | |||
| OAZEX | 22.67 | -0.17 | -0.74% |
| Oakmark International Small Cap R6 | |||