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HBLIX vs JNBSX
HBLIX vs JNBSX Comparison
Open Charts HBLIX vs JNBSX
Hartford Balanced Income I
Price$14.85
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.92B
JPMorgan Income Builder I
Price$10.26
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets8.35B
HBLIX vs JNBSX Comparison Chart in %
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HBLIX vs. JNBSX commentary
Jul 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 HBLIX is a Buy and JNBSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.9B vs. JNBSX (8.35B). JNBSX pays higher dividends than HBLIX: JNBSX (5.76) vs HBLIX (3.58). 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 : 11.13 vs. HBLIX (5.35). JNBSX return over 5 years is better than : 24.57 vs. HBLIX (16.45).
| 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 | 6.667 | 7.869 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 8.35B | 143% |
| Annual Yield % from dividends | 3.58 | 5.76 | 62% |
| Returns for 1 year | 5.35 | 11.13 | 48% |
| Returns for 3 years | 15.49 | 24.54 | 63% |
| Returns for 5 years | 16.45 | 24.57 | 67% |
| Returns for 10 years | 44.81 | 52.78 | 85% |
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