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HBLYX vs JNBSX
HBLYX vs JNBSX Comparison
Open Charts HBLYX vs JNBSX
Hartford Balanced Income Y
Price$14.93
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets11.86B
JPMorgan Income Builder I
Price$10.16
Change-$0.04 (-0.39%)
VolumeN/A
Net Assets8.28B
HBLYX vs JNBSX Comparison Chart in %
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HBLYX vs. JNBSX commentary
Jul 15, 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 HBLYX is a Buy and JNBSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B vs. JNBSX (8.28B). JNBSX pays higher dividends than HBLYX: JNBSX (5.76) vs HBLYX (3.51). HBLYX was incepted earlier than JNBSX: HBLYX (19 years) vs JNBSX (18 years). JNBSX (0.82) is less costly to investors than HBLYX (0.67). JNBSX is a more actively managed with annual turnover of: 107.00 vs. HBLYX (61.00). 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 : 8.83 vs. HBLYX (4.69). JNBSX return over 5 years is better than : 25.92 vs. HBLYX (18.50).
| HBLYX | JNBSX | HBLYX / JNBSX | |
| Total Expense Ratio | 0.67 | 0.60 | 112% |
| Annual Report Gross Expense Ratio | 0.67 | 0.82 | 82% |
| Fund Existence | 19 years | 18 years | - |
| Gain YTD | 5.641 | 6.818 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 8.28B | 144% |
| Annual Yield % from dividends | 3.51 | 5.76 | 61% |
| Returns for 1 year | 4.69 | 8.83 | 53% |
| Returns for 3 years | 16.88 | 25.95 | 65% |
| Returns for 5 years | 18.50 | 25.92 | 71% |
| Returns for 10 years | 43.08 | 50.11 | 86% |
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