Interact to see
Advertisement
Advertisement
HBLTX vs JNBAX
HBLTX vs JNBAX Comparison
Open Charts HBLTX vs JNBAX
Hartford Balanced Income R5
Price$15.19
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.94B
JPMorgan Income Builder A
Price$10.30
Change+$0.04 (+0.39%)
VolumeN/A
Net Assets8.4B
HBLTX vs JNBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLTX vs. JNBAX commentary
Sep 07, 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 HBLTX is a StrongBuy and JNBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.9B vs. JNBAX (8.4B). JNBAX pays higher dividends than HBLTX: JNBAX (5.59) vs HBLTX (3.46). HBLTX was incepted earlier than JNBAX: HBLTX (15 years) vs JNBAX (18 years). JNBAX (1.07) is less costly to investors than HBLTX (0.66). JNBAX is a more actively managed with annual turnover of: 107.00 vs. HBLTX (61.00). HBLTX has a lower initial minimum investment than JNBAX: HBLTX (0) vs JNBAX (1000). JNBAX annual gain was more profitable for investors over the last year : 9.40 vs. HBLTX (3.74). JNBAX return over 5 years is better than : 23.91 vs. HBLTX (17.68).
| HBLTX | JNBAX | HBLTX / JNBAX | |
| Total Expense Ratio | 0.66 | 0.75 | 88% |
| Annual Report Gross Expense Ratio | 0.66 | 1.07 | 62% |
| Fund Existence | 15 years | 18 years | - |
| Gain YTD | 8.322 | 9.839 | 85% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 8.4B | 142% |
| Annual Yield % from dividends | 3.46 | 5.59 | 62% |
| Returns for 1 year | 3.74 | 9.40 | 40% |
| Returns for 3 years | 19.47 | 29.29 | 66% |
| Returns for 5 years | 17.68 | 23.91 | 74% |
| Returns for 10 years | 50.50 | 58.38 | 86% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers