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HBLAX vs JNBSX
HBLAX vs JNBSX Comparison
Open Charts HBLAX vs JNBSX
Hartford Balanced Income A
Price$14.85
Change-$0.18 (-1.20%)
VolumeN/A
Net Assets11.64B
JPMorgan Income Builder I
Price$10.67
Change+$0.26 (+2.50%)
VolumeN/A
Net Assets8.66B
HBLAX vs JNBSX Comparison Chart in %
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HBLAX vs. JNBSX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.6B vs. JNBSX (8.66B). JNBSX pays higher dividends than HBLAX: JNBSX (5.67) vs HBLAX (3.21). HBLAX was incepted earlier than JNBSX: HBLAX (20 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: 113.00 vs. HBLAX (90.00). 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 : 13.36 vs. HBLAX (6.08). JNBSX return over 5 years is better than : 20.33 vs. HBLAX (11.02).
| HBLAX | JNBSX | HBLAX / JNBSX | |
| Total Expense Ratio | 0.89 | 0.60 | 148% |
| Annual Report Gross Expense Ratio | 0.89 | 0.82 | 109% |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | 2.062 | 2.172 | 95% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.6B | 8.66B | 134% |
| Annual Yield % from dividends | 3.21 | 5.67 | 57% |
| Returns for 1 year | 6.08 | 13.36 | 45% |
| Returns for 3 years | 15.65 | 29.64 | 53% |
| Returns for 5 years | 11.02 | 20.33 | 54% |
| Returns for 10 years | 51.80 | 75.83 | 68% |
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