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HBLVX vs JNBSX
HBLVX vs JNBSX Comparison
Open Charts HBLVX vs JNBSX
Hartford Balanced Income R6
Price$15.01
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
JPMorgan Income Builder I
Price$10.21
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets8.33B
HBLVX vs JNBSX Comparison Chart in %
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HBLVX vs. JNBSX commentary
Jul 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 Buy and JNBSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 12B vs. JNBSX (8.33B). JNBSX pays higher dividends than HBLVX: JNBSX (5.76) vs HBLVX (3.61). 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 : 10.59 vs. HBLVX (7.03). JNBSX return over 5 years is better than : 26.91 vs. HBLVX (20.01).
| 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 | 6.261 | 7.343 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 8.33B | 144% |
| Annual Yield % from dividends | 3.61 | 5.76 | 63% |
| Returns for 1 year | 7.03 | 10.59 | 66% |
| Returns for 3 years | 17.41 | 25.90 | 67% |
| Returns for 5 years | 20.01 | 26.91 | 74% |
| Returns for 10 years | 45.58 | 53.24 | 86% |
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