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HBLTX vs JNBAX
HBLTX vs JNBAX Comparison
Open Charts HBLTX vs JNBAX
Hartford Balanced Income R5
Price$15.27
Change-$0.06 (-0.39%)
VolumeN/A
Net Assets11.96B
JPMorgan Income Builder A
Price$10.40
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets8.45B
HBLTX vs JNBAX Comparison Chart in %
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HBLTX vs. JNBAX commentary
Sep 15, 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.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12B vs. JNBAX (8.45B). JNBAX pays higher dividends than HBLTX: JNBAX (5.59) vs HBLTX (3.46). HBLTX was incepted earlier than JNBAX: HBLTX (15 years) vs JNBAX (18 years). JNBAX (1.07) 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 : 9.38 vs. HBLTX (4.01). JNBAX return over 5 years is better than : 24.87 vs. HBLTX (18.53).
| HBLTX | JNBAX | HBLTX / JNBAX | |
| Total Expense Ratio | 0.66 | 0.75 | 88% |
| Annual Report Gross Expense Ratio | 0.66 | 1.07 | 62% |
| Fund Existence | 15 years | 18 years | - |
| Gain YTD | 8.892 | 10.477 | 85% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 8.45B | 142% |
| Annual Yield % from dividends | 3.46 | 5.59 | 62% |
| Returns for 1 year | 4.01 | 9.38 | 43% |
| Returns for 3 years | 19.42 | 29.35 | 66% |
| Returns for 5 years | 18.53 | 24.87 | 75% |
| Returns for 10 years | 51.40 | 59.30 | 87% |
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