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HBLSX vs JNBSX
HBLSX vs JNBSX Comparison
Open Charts HBLSX vs JNBSX
Hartford Balanced Income R4
Price$14.30
Change+$0.12 (+0.85%)
VolumeN/A
Net Assets11.55B
JPMorgan Income Builder I
Price$9.74
Change+$0.09 (+0.93%)
VolumeN/A
Net Assets7.9B
HBLSX vs JNBSX Comparison Chart
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HBLSX vs. JNBSX 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 JNBSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.5B vs. JNBSX (7.9B). JNBSX pays higher dividends than HBLSX: JNBSX (5.90) vs HBLSX (3.26). HBLSX was incepted earlier than JNBSX: HBLSX (15 years) vs JNBSX (18 years). HBLSX (0.96) is less costly to investors than JNBSX (0.80). 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 : 7.35 vs. HBLSX (3.11). JNBSX return over 5 years is better than : 26.96 vs. HBLSX (15.97).
| HBLSX | JNBSX | HBLSX / JNBSX | |
| Total Expense Ratio | 0.96 | 0.60 | 160% |
| Annual Report Gross Expense Ratio | 0.96 | 0.80 | 120% |
| Fund Existence | 15 years | 18 years | - |
| Gain YTD | 0.281 | -0.108 | -259% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5B | 7.9B | 146% |
| Annual Yield % from dividends | 3.26 | 5.90 | 55% |
| Returns for 1 year | 3.11 | 7.35 | 42% |
| Returns for 3 years | 4.27 | 8.74 | 49% |
| Returns for 5 years | 15.97 | 26.96 | 59% |
| Returns for 10 years | 28.95 | 37.04 | 78% |
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