HBLTX
Price
$15.04
Change
-$0.00 (-0.00%)
Updated
Aug 15 closing price
Net Assets
11.91B
JNBAX
Price
$10.27
Change
-$0.00 (-0.00%)
Updated
Aug 15 closing price
Net Assets
8.37B
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HBLTX vs JNBAX

Header iconHBLTX vs JNBAX Comparison
Open Charts HBLTX vs JNBAXBanner chart's image
Hartford Balanced Income R5
Price$15.04
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.91B
JPMorgan Income Builder A
Price$10.27
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.37B
HBLTX vs JNBAX Comparison Chart in %
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HBLTX vs. JNBAX commentary
Aug 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 HBLTX is a StrongBuy and JNBAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.9B vs. JNBAX (8.37B). JNBAX pays higher dividends than HBLTX: JNBAX (5.66) vs HBLTX (3.54). 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 : 9.42 vs. HBLTX (4.43). JNBAX return over 5 years is better than : 22.61 vs. HBLTX (16.28).
HBLTXJNBAXHBLTX / JNBAX
Total Expense Ratio0.660.7588%
Annual Report Gross Expense Ratio0.661.0762%
Fund Existence15 years18 years-
Gain YTD7.2528.59384%
Front LoadN/A5%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets11.9B8.37B142%
Annual Yield % from dividends3.545.6663%
Returns for 1 year4.439.4247%
Returns for 3 years11.9021.0157%
Returns for 5 years16.2822.6172%
Returns for 10 years44.9151.9586%
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