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HBLSX vs JNBSX
HBLSX vs JNBSX Comparison
Open Charts HBLSX vs JNBSX
Hartford Balanced Income R4
Price$15.31
Change+$0.11 (+0.72%)
VolumeN/A
Net Assets11.96B
JPMorgan Income Builder I
Price$10.44
Change+$0.05 (+0.48%)
VolumeN/A
Net Assets8.45B
HBLSX vs JNBSX Comparison Chart in %
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HBLSX vs. JNBSX commentary
Sep 13, 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: 12B vs. JNBSX (8.45B). JNBSX pays higher dividends than HBLSX: JNBSX (5.72) vs HBLSX (3.17). 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 : 9.53 vs. HBLSX (3.63). JNBSX return over 5 years is better than : 25.33 vs. HBLSX (16.49).
| 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 | 8.377 | 10.246 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 8.45B | 142% |
| Annual Yield % from dividends | 3.17 | 5.72 | 55% |
| Returns for 1 year | 3.63 | 9.53 | 38% |
| Returns for 3 years | 15.69 | 27.04 | 58% |
| Returns for 5 years | 16.49 | 25.33 | 65% |
| Returns for 10 years | 47.71 | 61.37 | 78% |
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