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HBLTX vs JNBAX
HBLTX vs JNBAX Comparison
Open Charts HBLTX vs JNBAX
Hartford Balanced Income R5
Price$14.37
Change-$0.21 (-1.44%)
VolumeN/A
CapitalizationN/A
JPMorgan Income Builder A
Price$9.84
Change-$0.15 (-1.50%)
VolumeN/A
CapitalizationN/A
HBLTX vs JNBAX Comparison Chart
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HBLTX vs. JNBAX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.8B vs. JNBAX (8.45B). 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 : 10.34 vs. HBLTX (9.10). HBLTX return over 5 years is better than : 15.08 vs. JNBAX (13.58).
| 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 | 7.912 | 8.919 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 8.45B | 140% |
| Annual Yield % from dividends | 3.54 | 4.96 | 71% |
| Returns for 1 year | 9.10 | 10.34 | 88% |
| Returns for 3 years | 4.50 | 3.86 | 117% |
| Returns for 5 years | 15.08 | 13.58 | 111% |
| Returns for 10 years | 40.97 | 43.23 | 95% |
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