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HBLIX vs JNBSX
HBLIX vs JNBSX Comparison
Open Charts HBLIX vs JNBSX
Hartford Balanced Income I
Price$15.08
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.95B
JPMorgan Income Builder I
Price$10.36
Change+$0.04 (+0.39%)
VolumeN/A
Net Assets8.42B
HBLIX vs JNBSX Comparison Chart in %
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HBLIX vs. JNBSX commentary
Sep 08, 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 StrongBuy and JNBSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12B vs. JNBSX (8.42B). JNBSX pays higher dividends than HBLIX: JNBSX (5.72) vs HBLIX (3.50). HBLIX was incepted earlier than JNBSX: HBLIX (16 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 : 9.54 vs. HBLIX (3.79). JNBSX return over 5 years is better than : 24.73 vs. HBLIX (17.70).
| HBLIX | JNBSX | HBLIX / JNBSX | |
| Total Expense Ratio | 0.65 | 0.60 | 108% |
| Annual Report Gross Expense Ratio | 0.65 | 0.82 | 79% |
| Fund Existence | 16 years | 18 years | - |
| Gain YTD | 8.319 | 9.927 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 8.42B | 142% |
| Annual Yield % from dividends | 3.50 | 5.72 | 61% |
| Returns for 1 year | 3.79 | 9.54 | 40% |
| Returns for 3 years | 19.52 | 29.78 | 66% |
| Returns for 5 years | 17.70 | 24.73 | 72% |
| Returns for 10 years | 50.56 | 60.58 | 83% |
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