HBLVX
Price
$14.51
Change
-$0.22 (-1.49%)
Updated
Apr 3 closing price
Net Assets
11.99B
JNBAX
Price
$9.68
Change
-$0.16 (-1.63%)
Updated
Apr 3 closing price
Net Assets
8.13B
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HBLVX vs JNBAX

Header iconHBLVX vs JNBAX Comparison
Open Charts HBLVX vs JNBAXBanner chart's image
Hartford Balanced Income R6
Price$14.51
Change-$0.22 (-1.49%)
VolumeN/A
Net Assets11.99B
JPMorgan Income Builder A
Price$9.68
Change-$0.16 (-1.63%)
VolumeN/A
Net Assets8.13B
HBLVX vs JNBAX Comparison Chart
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HBLVX vs. JNBAX commentary
Apr 05, 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 HBLVX is a Hold and JNBAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 12B vs. JNBAX (8.13B). JNBAX pays higher dividends than HBLVX: JNBAX (5.76) vs HBLVX (3.63). HBLVX was incepted earlier than JNBAX: HBLVX (10 years) vs JNBAX (18 years). JNBAX (1.05) is less costly to investors than HBLVX (0.56). JNBAX is a more actively managed with annual turnover of: 107.00 vs. HBLVX (61.00). HBLVX has a lower initial minimum investment than JNBAX: HBLVX (0) vs JNBAX (1000). JNBAX annual gain was more profitable for investors over the last year : 7.50 vs. HBLVX (5.00). JNBAX return over 5 years is better than : 35.92 vs. HBLVX (30.96).
HBLVXJNBAXHBLVX / JNBAX
Total Expense Ratio0.560.7575%
Annual Report Gross Expense Ratio0.561.0553%
Fund Existence10 years18 years-
Gain YTD3.3332.033164%
Front LoadN/A5%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets12B8.13B148%
Annual Yield % from dividends3.635.7663%
Returns for 1 year5.007.5067%
Returns for 3 years5.427.3274%
Returns for 5 years30.9635.9286%
Returns for 10 years38.7439.7098%
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