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HBLTX vs JNBAX
HBLTX vs JNBAX Comparison
Open Charts HBLTX vs JNBAX
Hartford Balanced Income R5
Price$15.14
Change-$0.04 (-0.26%)
VolumeN/A
CapitalizationN/A
JPMorgan Income Builder A
Price$9.93
Change-$0.04 (-0.40%)
VolumeN/A
CapitalizationN/A
HBLTX vs JNBAX Comparison Chart
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HBLTX vs. JNBAX commentary
Nov 18, 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: 12.4B vs. JNBAX (8.47B). 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). HBLTX (15.43) and JNBAX (14.69) have marching annual gain over last year. HBLTX return over 5 years is better than : 16.16 vs. JNBAX (13.81).
| 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 | 7.983 | 7.778 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 8.47B | 146% |
| Annual Yield % from dividends | 3.54 | 4.96 | 71% |
| Returns for 1 year | 15.43 | 14.69 | 105% |
| Returns for 3 years | -0.41 | -2.61 | 16% |
| Returns for 5 years | 16.16 | 13.81 | 117% |
| Returns for 10 years | 39.33 | 40.22 | 98% |
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