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HBLSX vs JNBSX
HBLSX vs JNBSX Comparison
Open Charts HBLSX vs JNBSX
Hartford Balanced Income R4
Price$14.94
Change-$0.19 (-1.26%)
VolumeN/A
Net Assets11.63B
JPMorgan Income Builder I
Price$10.67
Change+$0.26 (+2.50%)
VolumeN/A
Net Assets8.66B
HBLSX vs JNBSX Comparison Chart in %
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HBLSX vs. JNBSX commentary
Feb 04, 2026
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 StrongBuy and JNBSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.6B vs. JNBSX (8.66B). JNBSX pays higher dividends than HBLSX: JNBSX (5.67) vs HBLSX (3.11). HBLSX was incepted earlier than JNBSX: HBLSX (16 years) vs JNBSX (19 years). HBLSX (0.96) is less costly to investors than JNBSX (0.82). JNBSX is a more actively managed with annual turnover of: 113.00 vs. HBLSX (90.00). HBLSX has a lower initial minimum investment than JNBSX: HBLSX (0) vs JNBSX (1000000). JNBSX annual gain was more profitable for investors over the last year : 13.36 vs. HBLSX (6.02). JNBSX return over 5 years is better than : 20.33 vs. HBLSX (10.62).
| HBLSX | JNBSX | HBLSX / JNBSX | |
| Total Expense Ratio | 0.96 | 0.60 | 160% |
| Annual Report Gross Expense Ratio | 0.96 | 0.82 | 117% |
| Fund Existence | 16 years | 19 years | - |
| Gain YTD | 1.980 | 2.172 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 8.66B | 134% |
| Annual Yield % from dividends | 3.11 | 5.67 | 55% |
| Returns for 1 year | 6.02 | 13.36 | 45% |
| Returns for 3 years | 15.34 | 29.64 | 52% |
| Returns for 5 years | 10.62 | 20.33 | 52% |
| Returns for 10 years | 51.14 | 75.83 | 67% |
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