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HBLTX vs JNBAX
HBLTX vs JNBAX Comparison
Open Charts HBLTX vs JNBAX
Hartford Balanced Income R5
Price$14.32
Change+$0.12 (+0.85%)
VolumeN/A
Net Assets11.55B
JPMorgan Income Builder A
Price$9.72
Change+$0.09 (+0.93%)
VolumeN/A
Net Assets7.9B
HBLTX vs JNBAX Comparison Chart
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HBLTX vs. JNBAX commentary
Apr 25, 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: 11.5B vs. JNBAX (7.9B). JNBAX pays higher dividends than HBLTX: JNBAX (5.76) vs HBLTX (3.56). HBLTX was incepted earlier than JNBAX: HBLTX (15 years) vs JNBAX (18 years). JNBAX (1.05) 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 : 7.20 vs. HBLTX (3.42). JNBAX return over 5 years is better than : 26.13 vs. HBLTX (17.65).
| HBLTX | JNBAX | HBLTX / JNBAX | |
| Total Expense Ratio | 0.66 | 0.75 | 88% |
| Annual Report Gross Expense Ratio | 0.66 | 1.05 | 63% |
| Fund Existence | 15 years | 18 years | - |
| Gain YTD | 0.364 | -0.145 | -251% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5B | 7.9B | 146% |
| Annual Yield % from dividends | 3.56 | 5.76 | 62% |
| Returns for 1 year | 3.42 | 7.20 | 48% |
| Returns for 3 years | 5.24 | 8.30 | 63% |
| Returns for 5 years | 17.65 | 26.13 | 68% |
| Returns for 10 years | 32.11 | 35.16 | 91% |
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