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HBLFX vs JNBAX
HBLFX vs JNBAX Comparison
Open Charts HBLFX vs JNBAX
Hartford Balanced Income F
Price$14.96
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets11.76B
JPMorgan Income Builder A
Price$10.35
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets8.38B
HBLFX vs JNBAX Comparison Chart in %
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HBLFX vs. JNBAX commentary
Sep 27, 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 HBLFX is a StrongBuy and JNBAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.8B vs. JNBAX (8.38B). JNBAX pays higher dividends than HBLFX: JNBAX (5.59) vs HBLFX (3.58). HBLFX was incepted earlier than JNBAX: HBLFX (9 years) vs JNBAX (18 years). JNBAX (1.07) is less costly to investors than HBLFX (0.56). JNBAX is a more actively managed with annual turnover of: 107.00 vs. HBLFX (61.00). JNBAX has a lower initial minimum investment than HBLFX: JNBAX (1000) vs HBLFX (1000000). JNBAX annual gain was more profitable for investors over the last year : 7.41 vs. HBLFX (2.25). JNBAX return over 5 years is better than : 26.78 vs. HBLFX (20.12).
| HBLFX | JNBAX | HBLFX / JNBAX | |
| Total Expense Ratio | 0.56 | 0.75 | 75% |
| Annual Report Gross Expense Ratio | 0.56 | 1.07 | 52% |
| Fund Existence | 9 years | 18 years | - |
| Gain YTD | 8.476 | 10.440 | 81% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 8.38B | 141% |
| Annual Yield % from dividends | 3.58 | 5.59 | 64% |
| Returns for 1 year | 2.25 | 7.41 | 30% |
| Returns for 3 years | 26.40 | 37.35 | 71% |
| Returns for 5 years | 20.12 | 26.78 | 75% |
| Returns for 10 years | N/A | 63.28 | - |
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