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HBLSX vs JNBAX
HBLSX vs JNBAX Comparison
Open Charts HBLSX vs JNBAX
Hartford Balanced Income R4
Price$15.13
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.79B
JPMorgan Income Builder A
Price$10.41
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.43B
HBLSX vs JNBAX Comparison Chart in %
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HBLSX vs. JNBAX commentary
Oct 19, 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 HBLSX is a Hold and JNBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B vs. JNBAX (8.43B). JNBAX pays higher dividends than HBLSX: JNBAX (5.50) vs HBLSX (3.18). HBLSX was incepted earlier than JNBAX: HBLSX (15 years) vs JNBAX (18 years). JNBAX (1.07) is less costly to investors than HBLSX (0.96). JNBAX is a more actively managed with annual turnover of: 107.00 vs. HBLSX (61.00). HBLSX has a lower initial minimum investment than JNBAX: HBLSX (0) vs JNBAX (1000). JNBAX annual gain was more profitable for investors over the last year : 8.57 vs. HBLSX (2.09). JNBAX return over 5 years is better than : 24.35 vs. HBLSX (15.53).
| HBLSX | JNBAX | HBLSX / JNBAX | |
| Total Expense Ratio | 0.96 | 0.75 | 128% |
| Annual Report Gross Expense Ratio | 0.96 | 1.07 | 90% |
| Fund Existence | 15 years | 18 years | - |
| Gain YTD | 8.741 | 11.080 | 79% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 8.43B | 140% |
| Annual Yield % from dividends | 3.18 | 5.50 | 58% |
| Returns for 1 year | 2.09 | 8.57 | 24% |
| Returns for 3 years | 23.89 | 37.00 | 65% |
| Returns for 5 years | 15.53 | 24.35 | 64% |
| Returns for 10 years | 44.51 | 58.26 | 76% |
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