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HBLTX vs JNBSX
HBLTX vs JNBSX Comparison
Open Charts HBLTX vs JNBSX
Hartford Balanced Income R5
Price$15.24
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.96B
JPMorgan Income Builder I
Price$10.44
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.49B
HBLTX vs JNBSX Comparison Chart in %
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HBLTX vs. JNBSX commentary
Sep 18, 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 JNBSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12B vs. JNBSX (8.49B). JNBSX pays higher dividends than HBLTX: JNBSX (5.72) vs HBLTX (3.46). HBLTX was incepted earlier than JNBSX: HBLTX (15 years) vs JNBSX (18 years). JNBSX (0.82) is less costly to investors than HBLTX (0.66). JNBSX is a more actively managed with annual turnover of: 107.00 vs. HBLTX (61.00). HBLTX has a lower initial minimum investment than JNBSX: HBLTX (0) vs JNBSX (1000000). JNBSX annual gain was more profitable for investors over the last year : 8.76 vs. HBLTX (2.80). JNBSX return over 5 years is better than : 25.22 vs. HBLTX (17.67).
| HBLTX | JNBSX | HBLTX / JNBSX | |
| Total Expense Ratio | 0.66 | 0.60 | 110% |
| Annual Report Gross Expense Ratio | 0.66 | 0.82 | 80% |
| Fund Existence | 15 years | 18 years | - |
| Gain YTD | 8.749 | 10.776 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 8.49B | 141% |
| Annual Yield % from dividends | 3.46 | 5.72 | 60% |
| Returns for 1 year | 2.80 | 8.76 | 32% |
| Returns for 3 years | 20.11 | 31.35 | 64% |
| Returns for 5 years | 17.67 | 25.22 | 70% |
| Returns for 10 years | 51.21 | 62.15 | 82% |
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