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HBLYX vs JNBSX
HBLYX vs JNBSX Comparison
Open Charts HBLYX vs JNBSX
Hartford Balanced Income Y
Price$15.10
Change-$0.17 (-1.11%)
VolumeN/A
Net Assets11.64B
JPMorgan Income Builder I
Price$10.67
Change+$0.26 (+2.50%)
VolumeN/A
Net Assets8.66B
HBLYX vs JNBSX Comparison Chart in %
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HBLYX 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 HBLYX is a StrongBuy and JNBSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.6B vs. JNBSX (8.66B). JNBSX pays higher dividends than HBLYX: JNBSX (5.67) vs HBLYX (3.36). HBLYX was incepted earlier than JNBSX: HBLYX (20 years) vs JNBSX (19 years). JNBSX (0.82) is less costly to investors than HBLYX (0.67). JNBSX is a more actively managed with annual turnover of: 113.00 vs. HBLYX (90.00). HBLYX has a lower initial minimum investment than JNBSX: HBLYX (250000) vs JNBSX (1000000). JNBSX annual gain was more profitable for investors over the last year : 13.36 vs. HBLYX (6.41). JNBSX return over 5 years is better than : 20.33 vs. HBLYX (12.44).
| HBLYX | JNBSX | HBLYX / JNBSX | |
| Total Expense Ratio | 0.67 | 0.60 | 112% |
| Annual Report Gross Expense Ratio | 0.67 | 0.82 | 82% |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | 2.096 | 2.172 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 8.66B | 134% |
| Annual Yield % from dividends | 3.36 | 5.67 | 59% |
| Returns for 1 year | 6.41 | 13.36 | 48% |
| Returns for 3 years | 16.50 | 29.64 | 56% |
| Returns for 5 years | 12.44 | 20.33 | 61% |
| Returns for 10 years | 55.68 | 75.83 | 73% |
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