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HBLYX vs JNBSX
HBLYX vs JNBSX Comparison
Open Charts HBLYX vs JNBSX
Hartford Balanced Income Y
Price$14.53
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.63B
JPMorgan Income Builder I
Price$9.91
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.09B
HBLYX vs JNBSX Comparison Chart
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HBLYX vs. JNBSX commentary
May 23, 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: 11.6B vs. JNBSX (8.09B). JNBSX pays higher dividends than HBLYX: JNBSX (5.95) vs HBLYX (3.57). 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 : 7.34 vs. HBLYX (2.14). JNBSX return over 5 years is better than : 27.85 vs. HBLYX (18.27).
| 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 | 1.977 | 3.122 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 8.09B | 143% |
| Annual Yield % from dividends | 3.57 | 5.95 | 60% |
| Returns for 1 year | 2.14 | 7.34 | 29% |
| Returns for 3 years | 9.46 | 16.37 | 58% |
| Returns for 5 years | 18.27 | 27.85 | 66% |
| Returns for 10 years | 35.47 | 42.30 | 84% |
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