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HBLVX vs JNBSX
HBLVX vs JNBSX Comparison
Open Charts HBLVX vs JNBSX
Hartford Balanced Income R6
Price$14.49
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.65B
JPMorgan Income Builder I
Price$9.82
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets8.05B
HBLVX vs JNBSX Comparison Chart
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HBLVX vs. JNBSX commentary
May 09, 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 JNBSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.7B vs. JNBSX (8.05B). JNBSX pays higher dividends than HBLVX: JNBSX (5.95) vs HBLVX (3.68). HBLVX was incepted earlier than JNBSX: HBLVX (11 years) vs JNBSX (18 years). JNBSX (0.82) is less costly to investors than HBLVX (0.56). JNBSX is a more actively managed with annual turnover of: 107.00 vs. HBLVX (61.00). HBLVX has a lower initial minimum investment than JNBSX: HBLVX (0) vs JNBSX (1000000). JNBSX annual gain was more profitable for investors over the last year : 7.90 vs. HBLVX (3.22). JNBSX return over 5 years is better than : 28.13 vs. HBLVX (20.07).
| HBLVX | JNBSX | HBLVX / JNBSX | |
| Total Expense Ratio | 0.56 | 0.60 | 93% |
| Annual Report Gross Expense Ratio | 0.56 | 0.82 | 68% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 1.720 | 2.394 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 8.05B | 145% |
| Annual Yield % from dividends | 3.68 | 5.95 | 62% |
| Returns for 1 year | 3.22 | 7.90 | 41% |
| Returns for 3 years | 10.20 | 16.25 | 63% |
| Returns for 5 years | 20.07 | 28.13 | 71% |
| Returns for 10 years | 36.38 | 42.11 | 86% |
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