Ad is loading...
HBLSX vs JNBSX
HBLSX vs JNBSX Comparison
Open Charts HBLSX vs JNBSX
Hartford Balanced Income R4
Price$14.38
Change-$0.22 (-1.51%)
VolumeN/A
Net Assets11.99B
JPMorgan Income Builder I
Price$9.70
Change-$0.16 (-1.62%)
VolumeN/A
Net Assets8.13B
HBLSX vs JNBSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HBLSX vs. JNBSX commentary
Apr 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12B vs. JNBSX (8.13B). 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 : 7.65 vs. HBLSX (4.55). JNBSX return over 5 years is better than : 36.94 vs. HBLSX (28.44).
| 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 | 3.251 | 2.066 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 8.13B | 148% |
| Annual Yield % from dividends | 3.26 | 5.90 | 55% |
| Returns for 1 year | 4.55 | 7.65 | 59% |
| Returns for 3 years | 4.10 | 7.75 | 53% |
| Returns for 5 years | 28.44 | 36.94 | 77% |
| Returns for 10 years | 34.03 | 41.63 | 82% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers