Interact to see
Advertisement
Advertisement
HBLSX vs JNBSX
HBLSX vs JNBSX Comparison
Open Charts HBLSX vs JNBSX
Hartford Balanced Income R4
Price$15.17
Change-$0.08 (-0.52%)
VolumeN/A
Net Assets11.68B
JPMorgan Income Builder I
Price$10.46
Change-$0.07 (-0.66%)
VolumeN/A
Net Assets8.47B
HBLSX vs JNBSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLSX vs. JNBSX commentary
Nov 14, 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 Buy and JNBSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.7B vs. JNBSX (8.47B). JNBSX pays higher dividends than HBLSX: JNBSX (5.56) vs HBLSX (3.19). 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 : 10.70 vs. HBLSX (3.24). JNBSX return over 5 years is better than : 22.32 vs. HBLSX (13.28).
| 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 | 9.028 | 11.927 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 8.47B | 138% |
| Annual Yield % from dividends | 3.19 | 5.56 | 57% |
| Returns for 1 year | 3.24 | 10.70 | 30% |
| Returns for 3 years | 18.02 | 32.55 | 55% |
| Returns for 5 years | 13.28 | 22.32 | 60% |
| Returns for 10 years | 44.57 | 62.77 | 71% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FCT | 9.53 | N/A | +0.05% |
| First Trust Senior Floating Rate Income Fund II | |||
| SLNZ | 46.67 | -0.02 | -0.05% |
| TCW Senior Loan ETF | |||
| MYCH | 25.05 | -0.02 | -0.06% |
| SPDR SSGA My2028 Corporate Bond ETF | |||
| ROAM | 29.35 | -0.30 | -1.03% |
| Hartford Multifactor Emerging Mkts ETF | |||
| HQH | 18.60 | -0.29 | -1.54% |
| abrdn Healthcare Investors | |||