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HBLYX vs JNBSX
HBLYX vs JNBSX Comparison
Open Charts HBLYX vs JNBSX
Hartford Balanced Income Y
Price$15.00
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
HBLYX vs JNBSX Comparison Chart in %
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HBLYX 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 HBLYX is a StrongBuy and JNBSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.7B vs. JNBSX (8.56B). JNBSX pays higher dividends than HBLYX: JNBSX (5.54) vs HBLYX (3.38). HBLYX was incepted earlier than JNBSX: HBLYX (19 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: 107.00 vs. HBLYX (61.00). 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 : 12.68 vs. HBLYX (6.64). JNBSX return over 5 years is better than : 20.61 vs. HBLYX (11.25).
| HBLYX | JNBSX | HBLYX / JNBSX | |
| Total Expense Ratio | 0.67 | 0.60 | 112% |
| Annual Report Gross Expense Ratio | 0.67 | 0.82 | 82% |
| Fund Existence | 19 years | 19 years | - |
| Gain YTD | 7.050 | 13.425 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 8.56B | 137% |
| Annual Yield % from dividends | 3.38 | 5.54 | 61% |
| Returns for 1 year | 6.64 | 12.68 | 52% |
| Returns for 3 years | 18.62 | 32.54 | 57% |
| Returns for 5 years | 11.25 | 20.61 | 55% |
| Returns for 10 years | 48.63 | 65.26 | 75% |
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