Ad is loading...
HBLSX vs JNBSX
HBLSX vs JNBSX Comparison
Open Charts HBLSX vs JNBSX
Hartford Balanced Income R4
Price$14.46
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets12.1B
JPMorgan Income Builder I
Price$9.91
Change+$0.03 (+0.30%)
VolumeN/A
Net Assets8.3B
HBLSX vs JNBSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HBLSX vs. JNBSX commentary
Jan 19, 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: 12.1B vs. JNBSX (8.3B). JNBSX pays higher dividends than HBLSX: JNBSX (5.10) vs HBLSX (3.25). HBLSX was incepted earlier than JNBSX: HBLSX (15 years) vs JNBSX (18 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 : 10.27 vs. HBLSX (5.93). JNBSX return over 5 years is better than : 12.20 vs. HBLSX (7.95).
| HBLSX | JNBSX | HBLSX / JNBSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 18 years | - |
| Gain YTD | 1.403 | 1.226 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 8.3B | 146% |
| Annual Yield % from dividends | 3.25 | 5.10 | 64% |
| Returns for 1 year | 5.93 | 10.27 | 58% |
| Returns for 3 years | 0.23 | 3.47 | 6% |
| Returns for 5 years | 7.95 | 12.20 | 65% |
| Returns for 10 years | 33.07 | 44.08 | 75% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers