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HBLAX vs JNBSX
HBLAX vs JNBSX Comparison
Open Charts HBLAX vs JNBSX
Hartford Balanced Income A
Price$14.75
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.68B
JPMorgan Income Builder I
Price$10.60
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets8.56B
HBLAX vs JNBSX Comparison Chart in %
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HBLAX vs. JNBSX commentary
Dec 28, 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 HBLAX is a StrongBuy and JNBSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.7B vs. JNBSX (8.56B). JNBSX pays higher dividends than HBLAX: JNBSX (5.54) vs HBLAX (3.23). HBLAX was incepted earlier than JNBSX: HBLAX (19 years) vs JNBSX (19 years). HBLAX (0.89) is less costly to investors than JNBSX (0.82). JNBSX is a more actively managed with annual turnover of: 107.00 vs. HBLAX (61.00). HBLAX has a lower initial minimum investment than JNBSX: HBLAX (2000) vs JNBSX (1000000). JNBSX annual gain was more profitable for investors over the last year : 12.68 vs. HBLAX (6.37). JNBSX return over 5 years is better than : 20.61 vs. HBLAX (9.84).
| HBLAX | JNBSX | HBLAX / JNBSX | |
| Total Expense Ratio | 0.89 | 0.60 | 148% |
| Annual Report Gross Expense Ratio | 0.89 | 0.82 | 109% |
| Fund Existence | 19 years | 19 years | - |
| Gain YTD | 6.698 | 13.425 | 50% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.7B | 8.56B | 137% |
| Annual Yield % from dividends | 3.23 | 5.54 | 58% |
| Returns for 1 year | 6.37 | 12.68 | 50% |
| Returns for 3 years | 17.68 | 32.54 | 54% |
| Returns for 5 years | 9.84 | 20.61 | 48% |
| Returns for 10 years | 44.92 | 65.26 | 69% |
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