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HBLYX vs JNBSX
HBLYX vs JNBSX Comparison
Open Charts HBLYX vs JNBSX
Hartford Balanced Income Y
Price$15.32
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.94B
JPMorgan Income Builder I
Price$10.36
Change+$0.04 (+0.39%)
VolumeN/A
Net Assets8.4B
HBLYX vs JNBSX Comparison Chart in %
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HBLYX vs. JNBSX commentary
Sep 07, 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 StrongBuy and JNBSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B vs. JNBSX (8.4B). JNBSX pays higher dividends than HBLYX: JNBSX (5.72) vs HBLYX (3.43). 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 : 9.54 vs. HBLYX (3.84). JNBSX return over 5 years is better than : 24.73 vs. HBLYX (17.81).
| 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 | 8.401 | 9.927 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 8.4B | 142% |
| Annual Yield % from dividends | 3.43 | 5.72 | 60% |
| Returns for 1 year | 3.84 | 9.54 | 40% |
| Returns for 3 years | 19.59 | 29.78 | 66% |
| Returns for 5 years | 17.81 | 24.73 | 72% |
| Returns for 10 years | 51.07 | 60.58 | 84% |
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