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HBLYX vs JNBSX
HBLYX vs JNBSX Comparison
Open Charts HBLYX vs JNBSX
Hartford Balanced Income Y
Price$14.48
Change-$0.22 (-1.50%)
VolumeN/A
CapitalizationN/A
JPMorgan Income Builder I
Price$9.86
Change-$0.15 (-1.50%)
VolumeN/A
CapitalizationN/A
HBLYX vs JNBSX Comparison Chart
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HBLYX vs. JNBSX commentary
Dec 19, 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 HBLYX is a Hold and JNBSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. JNBSX (8.45B). JNBSX pays higher dividends than HBLYX: JNBSX (5.10) vs HBLYX (3.51). HBLYX was incepted earlier than JNBSX: HBLYX (18 years) vs JNBSX (18 years). HBLYX is a more actively managed with annual turnover of: 57.00 vs. JNBSX (48.00). HBLYX has a lower initial minimum investment than JNBSX: HBLYX (250000) vs JNBSX (1000000). JNBSX annual gain was more profitable for investors over the last year : 10.49 vs. HBLYX (9.02). HBLYX return over 5 years is better than : 15.15 vs. JNBSX (14.35).
| HBLYX | JNBSX | HBLYX / JNBSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 18 years | - |
| Gain YTD | 7.844 | 9.050 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 8.45B | 140% |
| Annual Yield % from dividends | 3.51 | 5.10 | 69% |
| Returns for 1 year | 9.02 | 10.49 | 86% |
| Returns for 3 years | 4.49 | 4.27 | 105% |
| Returns for 5 years | 15.15 | 14.35 | 106% |
| Returns for 10 years | 41.42 | 45.05 | 92% |
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