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HBLYX vs JNBSX
HBLYX vs JNBSX Comparison
Open Charts HBLYX vs JNBSX
Hartford Balanced Income Y
Price$14.83
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.77B
JPMorgan Income Builder I
Price$10.03
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.17B
HBLYX vs JNBSX Comparison Chart in %
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HBLYX vs. JNBSX commentary
Jun 22, 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: 11.8B vs. JNBSX (8.17B). JNBSX pays higher dividends than HBLYX: JNBSX (5.84) vs HBLYX (3.53). 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 : 8.49 vs. HBLYX (4.53). JNBSX return over 5 years is better than : 24.61 vs. HBLYX (16.20).
| 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 | 4.011 | 4.897 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 8.17B | 145% |
| Annual Yield % from dividends | 3.53 | 5.84 | 60% |
| Returns for 1 year | 4.53 | 8.49 | 53% |
| Returns for 3 years | 16.53 | 23.80 | 69% |
| Returns for 5 years | 16.20 | 24.61 | 66% |
| Returns for 10 years | 39.38 | 46.61 | 84% |
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