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HBLTX vs JNBSX
HBLTX vs JNBSX Comparison
Open Charts HBLTX vs JNBSX
Hartford Balanced Income R5
Price$15.15
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
JPMorgan Income Builder I
Price$10.43
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.43B
HBLTX vs JNBSX Comparison Chart in %
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HBLTX vs. JNBSX commentary
Oct 19, 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 Hold and JNBSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.8B vs. JNBSX (8.43B). JNBSX pays higher dividends than HBLTX: JNBSX (5.63) vs HBLTX (3.47). HBLTX was incepted earlier than JNBSX: HBLTX (15 years) vs JNBSX (18 years). JNBSX (0.82) is less costly to investors than HBLTX (0.66). JNBSX is a more actively managed with annual turnover of: 107.00 vs. HBLTX (61.00). HBLTX has a lower initial minimum investment than JNBSX: HBLTX (0) vs JNBSX (1000000). JNBSX annual gain was more profitable for investors over the last year : 8.61 vs. HBLTX (2.40). JNBSX return over 5 years is better than : 25.17 vs. HBLTX (17.22).
| HBLTX | JNBSX | HBLTX / JNBSX | |
| Total Expense Ratio | 0.66 | 0.60 | 110% |
| Annual Report Gross Expense Ratio | 0.66 | 0.82 | 80% |
| Fund Existence | 15 years | 18 years | - |
| Gain YTD | 8.975 | 11.180 | 80% |
| 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 | 3.47 | 5.63 | 62% |
| Returns for 1 year | 2.40 | 8.61 | 28% |
| Returns for 3 years | 25.08 | 37.67 | 67% |
| Returns for 5 years | 17.22 | 25.17 | 68% |
| Returns for 10 years | 48.28 | 60.30 | 80% |
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