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HBLIX vs JNBSX
HBLIX vs JNBSX Comparison
Open Charts HBLIX vs JNBSX
Hartford Balanced Income I
Price$14.61
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets11.79B
JPMorgan Income Builder I
Price$10.03
Change-$0.06 (-0.59%)
VolumeN/A
Net Assets8.17B
HBLIX vs JNBSX Comparison Chart
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HBLIX vs. JNBSX commentary
Jun 16, 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 HBLIX is a Buy and JNBSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.8B vs. JNBSX (8.18B). JNBSX pays higher dividends than HBLIX: JNBSX (5.84) vs HBLIX (3.60). HBLIX was incepted earlier than JNBSX: HBLIX (15 years) vs JNBSX (18 years). JNBSX (0.82) is less costly to investors than HBLIX (0.65). JNBSX is a more actively managed with annual turnover of: 107.00 vs. HBLIX (61.00). HBLIX has a lower initial minimum investment than JNBSX: HBLIX (2000) vs JNBSX (1000000). JNBSX annual gain was more profitable for investors over the last year : 8.72 vs. HBLIX (4.69). JNBSX return over 5 years is better than : 25.48 vs. HBLIX (17.43).
| HBLIX | JNBSX | HBLIX / JNBSX | |
| Total Expense Ratio | 0.65 | 0.60 | 108% |
| Annual Report Gross Expense Ratio | 0.65 | 0.82 | 79% |
| Fund Existence | 15 years | 18 years | - |
| Gain YTD | 4.002 | 4.897 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 8.18B | 144% |
| Annual Yield % from dividends | 3.60 | 5.84 | 62% |
| Returns for 1 year | 4.69 | 8.72 | 54% |
| Returns for 3 years | 16.66 | 24.32 | 68% |
| Returns for 5 years | 17.43 | 25.48 | 68% |
| Returns for 10 years | 39.57 | 48.33 | 82% |
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