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HBLTX vs JNBSX
HBLTX vs JNBSX Comparison
Open Charts HBLTX vs JNBSX
Hartford Balanced Income R5
Price$14.97
Change-$0.18 (-1.19%)
VolumeN/A
Net Assets11.64B
JPMorgan Income Builder I
Price$10.67
Change+$0.26 (+2.50%)
VolumeN/A
Net Assets8.66B
HBLTX vs JNBSX Comparison Chart in %
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HBLTX vs. JNBSX commentary
Feb 04, 2026
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 JNBSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.6B vs. JNBSX (8.66B). JNBSX pays higher dividends than HBLTX: JNBSX (5.67) vs HBLTX (3.38). HBLTX was incepted earlier than JNBSX: HBLTX (16 years) vs JNBSX (19 years). JNBSX (0.82) is less costly to investors than HBLTX (0.66). JNBSX is a more actively managed with annual turnover of: 113.00 vs. HBLTX (90.00). 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 : 13.36 vs. HBLTX (6.33). JNBSX return over 5 years is better than : 20.33 vs. HBLTX (12.36).
| HBLTX | JNBSX | HBLTX / JNBSX | |
| Total Expense Ratio | 0.66 | 0.60 | 110% |
| Annual Report Gross Expense Ratio | 0.66 | 0.82 | 80% |
| Fund Existence | 16 years | 19 years | - |
| Gain YTD | 2.115 | 2.172 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 8.66B | 134% |
| Annual Yield % from dividends | 3.38 | 5.67 | 60% |
| Returns for 1 year | 6.33 | 13.36 | 47% |
| Returns for 3 years | 16.44 | 29.64 | 55% |
| Returns for 5 years | 12.36 | 20.33 | 61% |
| Returns for 10 years | 55.14 | 75.83 | 73% |
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