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HBLSX vs JNBSX
HBLSX vs JNBSX Comparison
Open Charts HBLSX vs JNBSX
Hartford Balanced Income R4
Price$15.13
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.79B
JPMorgan Income Builder I
Price$10.43
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.43B
HBLSX vs JNBSX Comparison Chart in %
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HBLSX vs. JNBSX commentary
Oct 18, 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 JNBSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B vs. JNBSX (8.43B). JNBSX pays higher dividends than HBLSX: JNBSX (5.63) vs HBLSX (3.18). HBLSX was incepted earlier than JNBSX: HBLSX (15 years) vs JNBSX (18 years). HBLSX (0.96) is less costly to investors than JNBSX (0.82). JNBSX is a more actively managed with annual turnover of: 107.00 vs. HBLSX (61.00). 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 : 8.61 vs. HBLSX (2.09). JNBSX return over 5 years is better than : 25.17 vs. HBLSX (15.53).
| HBLSX | JNBSX | HBLSX / JNBSX | |
| Total Expense Ratio | 0.96 | 0.60 | 160% |
| Annual Report Gross Expense Ratio | 0.96 | 0.82 | 117% |
| Fund Existence | 15 years | 18 years | - |
| Gain YTD | 8.741 | 11.180 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 8.43B | 140% |
| Annual Yield % from dividends | 3.18 | 5.63 | 57% |
| Returns for 1 year | 2.09 | 8.61 | 24% |
| Returns for 3 years | 23.89 | 37.67 | 63% |
| Returns for 5 years | 15.53 | 25.17 | 62% |
| Returns for 10 years | 44.51 | 60.30 | 74% |
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