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HBLSX vs JNBSX
HBLSX vs JNBSX Comparison
Open Charts HBLSX vs JNBSX
Hartford Balanced Income R4
Price$14.87
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.9B
JPMorgan Income Builder I
Price$10.20
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets8.31B
HBLSX vs JNBSX Comparison Chart in %
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HBLSX vs. JNBSX commentary
Jul 11, 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: 11.9B vs. JNBSX (8.31B). JNBSX pays higher dividends than HBLSX: JNBSX (5.76) vs HBLSX (3.24). 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 : 9.59 vs. HBLSX (5.78). JNBSX return over 5 years is better than : 26.29 vs. HBLSX (16.78).
| 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 | 5.525 | 7.133 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 8.31B | 143% |
| Annual Yield % from dividends | 3.24 | 5.76 | 56% |
| Returns for 1 year | 5.78 | 9.59 | 60% |
| Returns for 3 years | 15.75 | 26.18 | 60% |
| Returns for 5 years | 16.78 | 26.29 | 64% |
| Returns for 10 years | 40.05 | 50.70 | 79% |
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