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HBLSX vs JNBSX
HBLSX vs JNBSX Comparison
Open Charts HBLSX vs JNBSX
Hartford Balanced Income R4
Price$15.05
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets11.59B
JPMorgan Income Builder I
Price$10.37
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.39B
HBLSX vs JNBSX Comparison Chart in %
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HBLSX vs. JNBSX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.6B vs. JNBSX (8.39B). JNBSX pays higher dividends than HBLSX: JNBSX (5.56) vs HBLSX (3.19). 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 : 9.86 vs. HBLSX (2.96). JNBSX return over 5 years is better than : 20.49 vs. HBLSX (12.17).
| 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 | 8.381 | 10.964 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 8.39B | 138% |
| Annual Yield % from dividends | 3.19 | 5.56 | 57% |
| Returns for 1 year | 2.96 | 9.86 | 30% |
| Returns for 3 years | 16.26 | 30.85 | 53% |
| Returns for 5 years | 12.17 | 20.49 | 59% |
| Returns for 10 years | 42.53 | 60.07 | 71% |
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