Ad is loading...
HBLVX vs JNBAX
HBLVX vs JNBAX Comparison
Open Charts HBLVX vs JNBAX
Hartford Balanced Income R6
Price$14.43
Change+$0.12 (+0.84%)
VolumeN/A
Net Assets11.55B
JPMorgan Income Builder A
Price$9.72
Change+$0.09 (+0.93%)
VolumeN/A
Net Assets7.9B
HBLVX vs JNBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HBLVX 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 HBLVX is a Buy and JNBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.5B vs. JNBAX (7.9B). 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 : 7.20 vs. HBLVX (3.57). JNBAX return over 5 years is better than : 26.13 vs. HBLVX (18.24).
| HBLVX | JNBAX | HBLVX / JNBAX | |
| Total Expense Ratio | 0.56 | 0.75 | 75% |
| Annual Report Gross Expense Ratio | 0.56 | 1.05 | 53% |
| Fund Existence | 10 years | 18 years | - |
| Gain YTD | 0.387 | -0.145 | -267% |
| 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 | 3.63 | 5.76 | 63% |
| Returns for 1 year | 3.57 | 7.20 | 50% |
| Returns for 3 years | 5.60 | 8.30 | 67% |
| Returns for 5 years | 18.24 | 26.13 | 70% |
| Returns for 10 years | 33.43 | 35.16 | 95% |
View a ticker or compare two or three
VS
VS
Ad is loading...