Interact to see
Advertisement
Advertisement
HBLTX vs JNBSX
HBLTX vs JNBSX Comparison
Open Charts HBLTX vs JNBSX
Hartford Balanced Income R5
Price$15.19
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.95B
JPMorgan Income Builder I
Price$10.36
Change+$0.04 (+0.39%)
VolumeN/A
Net Assets8.42B
HBLTX vs JNBSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLTX vs. JNBSX commentary
Sep 08, 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: 12B vs. JNBSX (8.42B). JNBSX pays higher dividends than HBLTX: JNBSX (5.72) vs HBLTX (3.46). 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 : 9.54 vs. HBLTX (3.74). JNBSX return over 5 years is better than : 24.73 vs. HBLTX (17.68).
| 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 | 8.322 | 9.927 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 8.42B | 142% |
| Annual Yield % from dividends | 3.46 | 5.72 | 60% |
| Returns for 1 year | 3.74 | 9.54 | 39% |
| Returns for 3 years | 19.47 | 29.78 | 65% |
| Returns for 5 years | 17.68 | 24.73 | 71% |
| Returns for 10 years | 50.50 | 60.58 | 83% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers