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HBLYX vs JNBSX
HBLYX vs JNBSX Comparison
Open Charts HBLYX vs JNBSX
Hartford Balanced Income Y
Price$14.51
Change-$0.23 (-1.56%)
VolumeN/A
Net Assets11.99B
JPMorgan Income Builder I
Price$9.70
Change-$0.16 (-1.62%)
VolumeN/A
Net Assets8.13B
HBLYX vs JNBSX Comparison Chart
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HBLYX vs. JNBSX commentary
Apr 04, 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 Hold and JNBSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12B vs. JNBSX (8.13B). 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 : 7.65 vs. HBLYX (4.89). JNBSX return over 5 years is better than : 36.94 vs. HBLYX (30.28).
| 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 | 3.380 | 2.066 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 8.13B | 148% |
| Annual Yield % from dividends | 3.53 | 5.90 | 60% |
| Returns for 1 year | 4.89 | 7.65 | 64% |
| Returns for 3 years | 5.13 | 7.75 | 66% |
| Returns for 5 years | 30.28 | 36.94 | 82% |
| Returns for 10 years | 37.93 | 41.63 | 91% |
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