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HBLSX vs JNBSX
HBLSX vs JNBSX Comparison
Open Charts HBLSX vs JNBSX
Hartford Balanced Income R4
Price$14.84
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.68B
JPMorgan Income Builder I
Price$10.60
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets8.56B
HBLSX vs JNBSX Comparison Chart in %
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HBLSX vs. JNBSX commentary
Dec 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 HBLSX is a StrongBuy and JNBSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.7B vs. JNBSX (8.56B). JNBSX pays higher dividends than HBLSX: JNBSX (5.54) vs HBLSX (3.13). 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: 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 : 12.68 vs. HBLSX (6.23). JNBSX return over 5 years is better than : 20.61 vs. HBLSX (9.47).
| 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 | 6.656 | 13.425 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 8.56B | 137% |
| Annual Yield % from dividends | 3.13 | 5.54 | 57% |
| Returns for 1 year | 6.23 | 12.68 | 49% |
| Returns for 3 years | 17.43 | 32.54 | 54% |
| Returns for 5 years | 9.47 | 20.61 | 46% |
| Returns for 10 years | 44.24 | 65.26 | 68% |
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