HBLTX
Price
$14.40
Change
-$0.22 (-1.50%)
Updated
Apr 3 closing price
Net Assets
11.99B
JNBAX
Price
$9.68
Change
-$0.16 (-1.63%)
Updated
Apr 3 closing price
Net Assets
8.13B
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HBLTX vs JNBAX

Header iconHBLTX vs JNBAX Comparison
Open Charts HBLTX vs JNBAXBanner chart's image
Hartford Balanced Income R5
Price$14.40
Change-$0.22 (-1.50%)
VolumeN/A
Net Assets11.99B
JPMorgan Income Builder A
Price$9.68
Change-$0.16 (-1.63%)
VolumeN/A
Net Assets8.13B
HBLTX vs JNBAX Comparison Chart
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HBLTX vs. JNBAX commentary
Apr 05, 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 HBLTX is a Hold and JNBAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12B vs. JNBAX (8.13B). JNBAX pays higher dividends than HBLTX: JNBAX (5.76) vs HBLTX (3.56). HBLTX was incepted earlier than JNBAX: HBLTX (15 years) vs JNBAX (18 years). JNBAX (1.05) is less costly to investors than HBLTX (0.66). JNBAX is a more actively managed with annual turnover of: 107.00 vs. HBLTX (61.00). HBLTX has a lower initial minimum investment than JNBAX: HBLTX (0) vs JNBAX (1000). JNBAX annual gain was more profitable for investors over the last year : 7.50 vs. HBLTX (4.86). JNBAX return over 5 years is better than : 35.92 vs. HBLTX (30.19).
HBLTXJNBAXHBLTX / JNBAX
Total Expense Ratio0.660.7588%
Annual Report Gross Expense Ratio0.661.0563%
Fund Existence15 years18 years-
Gain YTD3.3322.033164%
Front LoadN/A5%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets12B8.13B148%
Annual Yield % from dividends3.565.7662%
Returns for 1 year4.867.5065%
Returns for 3 years5.067.3269%
Returns for 5 years30.1935.9284%
Returns for 10 years37.4139.7094%
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