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HBLVX vs JNBSX
HBLVX vs JNBSX Comparison
Open Charts HBLVX vs JNBSX
Hartford Balanced Income R6
Price$15.46
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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HBLVX vs JNBSX Comparison Chart
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HBLVX 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 HBLVX is a StrongBuy and JNBSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 12.7B vs. JNBSX (8.72B). JNBSX pays higher dividends than HBLVX: JNBSX (5.10) vs HBLVX (3.62). HBLVX was incepted earlier than JNBSX: HBLVX (10 years) vs JNBSX (17 years). HBLVX is a more actively managed with annual turnover of: 57.00 vs. JNBSX (48.00). HBLVX has a lower initial minimum investment than JNBSX: HBLVX (0) vs JNBSX (1000000). JNBSX (20.38) and HBLVX (19.51) have marching annual gain over last year. HBLVX return over 5 years is better than : 20.25 vs. JNBSX (17.60).
| HBLVX | JNBSX | HBLVX / JNBSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 17 years | - |
| Gain YTD | 9.706 | 10.013 | 97% |
| 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 | 3.62 | 5.10 | 71% |
| Returns for 1 year | 19.51 | 20.38 | 96% |
| Returns for 3 years | 2.01 | 0.31 | 659% |
| Returns for 5 years | 20.25 | 17.60 | 115% |
| Returns for 10 years | N/A | 49.53 | - |
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