Ad is loading...
HBLYX vs JNBSX
HBLYX vs JNBSX Comparison
Open Charts HBLYX vs JNBSX
Hartford Balanced Income Y
Price$14.44
Change+$0.13 (+0.91%)
VolumeN/A
Net Assets11.55B
JPMorgan Income Builder I
Price$9.74
Change+$0.09 (+0.93%)
VolumeN/A
Net Assets7.9B
HBLYX vs JNBSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HBLYX vs. JNBSX commentary
Apr 25, 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: 11.5B vs. JNBSX (7.9B). JNBSX pays higher dividends than HBLYX: JNBSX (5.90) vs HBLYX (3.53). HBLYX was incepted earlier than JNBSX: HBLYX (19 years) vs JNBSX (18 years). JNBSX (0.80) 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 : 7.35 vs. HBLYX (3.39). JNBSX return over 5 years is better than : 26.96 vs. HBLYX (17.64).
| HBLYX | JNBSX | HBLYX / JNBSX | |
| Total Expense Ratio | 0.67 | 0.60 | 112% |
| Annual Report Gross Expense Ratio | 0.67 | 0.80 | 84% |
| Fund Existence | 19 years | 18 years | - |
| Gain YTD | 0.364 | -0.108 | -336% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5B | 7.9B | 146% |
| Annual Yield % from dividends | 3.53 | 5.90 | 60% |
| Returns for 1 year | 3.39 | 7.35 | 46% |
| Returns for 3 years | 5.23 | 8.74 | 60% |
| Returns for 5 years | 17.64 | 26.96 | 65% |
| Returns for 10 years | 32.56 | 37.04 | 88% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| XHB | 94.35 | 2.30 | +2.50% |
| SPDR® S&P Homebuilders ETF | |||
| EMCR | 29.30 | 0.34 | +1.17% |
| Xtrackers EM CarbReduc&ClimtImprvs ETF | |||
| HEGD | 21.99 | 0.19 | +0.85% |
| Swan Hedged Equity US Large Cap ETF | |||
| GHYB | 44.32 | 0.30 | +0.69% |
| Goldman Sachs Access Hi Yld Corp Bd ETF | |||
| KDRN | 23.30 | N/A | N/A |
| Kingsbarn Tactical Bond ETF | |||