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HBLTX vs JNBAX
HBLTX vs JNBAX Comparison
Open Charts HBLTX vs JNBAX
Hartford Balanced Income R5
Price$15.42
Change-$0.01 (-0.06%)
VolumeN/A
CapitalizationN/A
JPMorgan Income Builder A
Price$10.19
Change-$0.01 (-0.10%)
VolumeN/A
CapitalizationN/A
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HBLTX vs JNBAX Comparison Chart
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HBLTX vs. JNBAX commentary
Sep 22, 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 Buy and JNBAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12.7B vs. JNBAX (8.75B). JNBAX pays higher dividends than HBLTX: JNBAX (4.96) vs HBLTX (3.54). HBLTX was incepted earlier than JNBAX: HBLTX (14 years) vs JNBAX (17 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 : 17.80 vs. HBLTX (16.83). HBLTX return over 5 years is better than : 18.94 vs. JNBAX (16.80).
| HBLTX | JNBAX | HBLTX / JNBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 17 years | - |
| Gain YTD | 9.047 | 9.582 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 8.75B | 145% |
| Annual Yield % from dividends | 3.54 | 4.96 | 71% |
| Returns for 1 year | 16.83 | 17.80 | 95% |
| Returns for 3 years | 2.18 | 0.45 | 483% |
| Returns for 5 years | 18.94 | 16.80 | 113% |
| Returns for 10 years | 42.45 | 43.00 | 99% |
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