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HBLSX vs JNBSX
HBLSX vs JNBSX Comparison
Open Charts HBLSX vs JNBSX
Hartford Balanced Income R4
Price$15.33
Change-$0.02 (-0.13%)
VolumeN/A
CapitalizationN/A
JPMorgan Income Builder I
Price$10.18
Change-$0.01 (-0.10%)
VolumeN/A
CapitalizationN/A
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HBLSX vs JNBSX Comparison Chart
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HBLSX vs. JNBSX commentary
Oct 18, 2024
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 StrongBuy and JNBSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.7B vs. JNBSX (8.72B). JNBSX pays higher dividends than HBLSX: JNBSX (5.10) vs HBLSX (3.25). HBLSX was incepted earlier than JNBSX: HBLSX (14 years) vs JNBSX (17 years). HBLSX is a more actively managed with annual turnover of: 57.00 vs. JNBSX (48.00). 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 : 20.38 vs. HBLSX (19.05). HBLSX (18.04) and JNBSX (17.60) have equivalent 5 years return.
| HBLSX | JNBSX | HBLSX / JNBSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 17 years | - |
| Gain YTD | 9.393 | 10.013 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 8.72B | 146% |
| Annual Yield % from dividends | 3.25 | 5.10 | 64% |
| Returns for 1 year | 19.05 | 20.38 | 93% |
| Returns for 3 years | 0.73 | 0.31 | 238% |
| Returns for 5 years | 18.04 | 17.60 | 103% |
| Returns for 10 years | 42.72 | 49.53 | 86% |
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