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HBLTX vs JNBSX
HBLTX vs JNBSX Comparison
Open Charts HBLTX vs JNBSX
Hartford Balanced Income R5
Price$15.35
Change-$0.02 (-0.13%)
VolumeN/A
CapitalizationN/A
JPMorgan Income Builder I
Price$10.18
Change-$0.01 (-0.10%)
VolumeN/A
CapitalizationN/A
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HBLTX vs JNBSX Comparison Chart
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HBLTX vs. JNBSX commentary
Oct 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 StrongBuy and JNBSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12.7B vs. JNBSX (8.72B). JNBSX pays higher dividends than HBLTX: JNBSX (5.10) vs HBLTX (3.54). HBLTX was incepted earlier than JNBSX: HBLTX (14 years) vs JNBSX (17 years). HBLTX is a more actively managed with annual turnover of: 57.00 vs. JNBSX (48.00). 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 : 20.38 vs. HBLTX (19.38). HBLTX return over 5 years is better than : 19.61 vs. JNBSX (17.60).
| HBLTX | JNBSX | HBLTX / JNBSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 17 years | - |
| Gain YTD | 9.623 | 10.013 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 8.72B | 146% |
| Annual Yield % from dividends | 3.54 | 5.10 | 69% |
| Returns for 1 year | 19.38 | 20.38 | 95% |
| Returns for 3 years | 1.65 | 0.31 | 540% |
| Returns for 5 years | 19.61 | 17.60 | 111% |
| Returns for 10 years | 46.09 | 49.53 | 93% |
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