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HBLTX vs JNBAX
HBLTX vs JNBAX Comparison
Open Charts HBLTX vs JNBAX
Hartford Balanced Income R5
Price$14.48
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets12.1B
JPMorgan Income Builder A
Price$9.89
Change+$0.04 (+0.41%)
VolumeN/A
Net Assets8.3B
HBLTX vs JNBAX Comparison Chart
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HBLTX vs. JNBAX 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 HBLTX is a Buy and JNBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12.1B vs. JNBAX (8.3B). JNBAX pays higher dividends than HBLTX: JNBAX (4.96) vs HBLTX (3.54). HBLTX was incepted earlier than JNBAX: HBLTX (15 years) vs JNBAX (18 years). HBLTX is a more actively managed with annual turnover of: 57.00 vs. JNBAX (48.00). 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 : 10.13 vs. HBLTX (6.24). JNBAX return over 5 years is better than : 11.44 vs. HBLTX (9.40).
| HBLTX | JNBAX | HBLTX / JNBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 18 years | - |
| Gain YTD | 1.401 | 1.228 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 8.3B | 146% |
| Annual Yield % from dividends | 3.54 | 4.96 | 71% |
| Returns for 1 year | 6.24 | 10.13 | 62% |
| Returns for 3 years | 1.15 | 3.06 | 37% |
| Returns for 5 years | 9.40 | 11.44 | 82% |
| Returns for 10 years | 36.24 | 42.14 | 86% |
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