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HBLYX vs JNBSX
HBLYX vs JNBSX Comparison
Open Charts HBLYX vs JNBSX
Hartford Balanced Income Y
Price$15.28
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets11.81B
JPMorgan Income Builder I
Price$10.43
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.43B
HBLYX vs JNBSX Comparison Chart in %
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HBLYX vs. JNBSX commentary
Oct 18, 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 Hold and JNBSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. JNBSX (8.43B). JNBSX pays higher dividends than HBLYX: JNBSX (5.63) vs HBLYX (3.44). HBLYX was incepted earlier than JNBSX: HBLYX (19 years) vs JNBSX (18 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 : 8.61 vs. HBLYX (2.51). JNBSX return over 5 years is better than : 25.17 vs. HBLYX (17.35).
| 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 | 18 years | - |
| Gain YTD | 9.048 | 11.180 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 8.43B | 140% |
| Annual Yield % from dividends | 3.44 | 5.63 | 61% |
| Returns for 1 year | 2.51 | 8.61 | 29% |
| Returns for 3 years | 25.18 | 37.67 | 67% |
| Returns for 5 years | 17.35 | 25.17 | 69% |
| Returns for 10 years | 48.84 | 60.30 | 81% |
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