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HBLTX vs JNBSX
HBLTX vs JNBSX Comparison
Open Charts HBLTX vs JNBSX
Hartford Balanced Income R5
Price$15.19
Change-$0.08 (-0.52%)
VolumeN/A
Net Assets11.68B
JPMorgan Income Builder I
Price$10.46
Change-$0.07 (-0.66%)
VolumeN/A
Net Assets8.47B
HBLTX vs JNBSX Comparison Chart in %
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HBLTX vs. JNBSX commentary
Nov 14, 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 Buy and JNBSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.7B vs. JNBSX (8.47B). JNBSX pays higher dividends than HBLTX: JNBSX (5.56) 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 : 11.33 vs. HBLTX (3.96). JNBSX return over 5 years is better than : 23.14 vs. HBLTX (15.55).
| 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 | 9.839 | 12.676 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 8.47B | 138% |
| Annual Yield % from dividends | 3.47 | 5.56 | 62% |
| Returns for 1 year | 3.96 | 11.33 | 35% |
| Returns for 3 years | 19.36 | 33.15 | 58% |
| Returns for 5 years | 15.55 | 23.14 | 67% |
| Returns for 10 years | 50.02 | 64.36 | 78% |
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