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HBLYX vs JNBSX
HBLYX vs JNBSX Comparison
Open Charts HBLYX vs JNBSX
Hartford Balanced Income Y
Price$14.60
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets12.1B
JPMorgan Income Builder I
Price$9.91
Change+$0.03 (+0.30%)
VolumeN/A
Net Assets8.3B
HBLYX vs JNBSX Comparison Chart
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HBLYX vs. JNBSX commentary
Jan 19, 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: 12.1B vs. JNBSX (8.3B). 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 : 10.27 vs. HBLYX (6.32). JNBSX return over 5 years is better than : 12.20 vs. HBLYX (9.52).
| 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 | 1.459 | 1.226 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 8.3B | 146% |
| Annual Yield % from dividends | 3.51 | 5.10 | 69% |
| Returns for 1 year | 6.32 | 10.27 | 62% |
| Returns for 3 years | 1.17 | 3.47 | 34% |
| Returns for 5 years | 9.52 | 12.20 | 78% |
| Returns for 10 years | 36.78 | 44.08 | 83% |
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