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HBLTX vs JNBSX
HBLTX vs JNBSX Comparison
Open Charts HBLTX vs JNBSX
Hartford Balanced Income R5
Price$14.87
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.68B
JPMorgan Income Builder I
Price$10.60
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets8.56B
HBLTX vs JNBSX Comparison Chart in %
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HBLTX vs. JNBSX commentary
Dec 28, 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 JNBSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.7B vs. JNBSX (8.56B). JNBSX pays higher dividends than HBLTX: JNBSX (5.54) vs HBLTX (3.41). 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: 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 : 12.68 vs. HBLTX (6.55). JNBSX return over 5 years is better than : 20.61 vs. HBLTX (11.15).
| 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 | 6.961 | 13.425 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 8.56B | 137% |
| Annual Yield % from dividends | 3.41 | 5.54 | 62% |
| Returns for 1 year | 6.55 | 12.68 | 52% |
| Returns for 3 years | 18.48 | 32.54 | 57% |
| Returns for 5 years | 11.15 | 20.61 | 54% |
| Returns for 10 years | 48.07 | 65.26 | 74% |
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