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HBLAX vs JNBCX
HBLAX vs JNBCX Comparison
Open Charts HBLAX vs JNBCX
Hartford Balanced Income A
Price$14.38
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets11.89B
JPMorgan Income Builder C
Price$9.74
Change-$0.05 (-0.51%)
VolumeN/A
Net Assets8.13B
HBLAX vs JNBCX Comparison Chart
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HBLAX vs. JNBCX commentary
Mar 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 HBLAX is a Hold and JNBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.9B vs. JNBCX (8.13B). JNBCX pays higher dividends than HBLAX: JNBCX (5.11) vs HBLAX (3.33). HBLAX was incepted earlier than JNBCX: HBLAX (19 years) vs JNBCX (18 years). JNBCX (1.55) is less costly to investors than HBLAX (0.89). JNBCX is a more actively managed with annual turnover of: 107.00 vs. HBLAX (61.00). JNBCX has a lower initial minimum investment than HBLAX: JNBCX (1000) vs HBLAX (2000). JNBCX annual gain was more profitable for investors over the last year : 5.96 vs. HBLAX (3.97). JNBCX (22.20) and HBLAX (22.10) have equivalent 5 years return.
| HBLAX | JNBCX | HBLAX / JNBCX | |
| Total Expense Ratio | 0.89 | 1.25 | 71% |
| Annual Report Gross Expense Ratio | 0.89 | 1.55 | 57% |
| Fund Existence | 19 years | 18 years | - |
| Gain YTD | 2.045 | 1.082 | 189% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.9B | 8.13B | 146% |
| Annual Yield % from dividends | 3.33 | 5.11 | 65% |
| Returns for 1 year | 3.97 | 5.96 | 67% |
| Returns for 3 years | 6.09 | 7.66 | 80% |
| Returns for 5 years | 22.10 | 22.20 | 100% |
| Returns for 10 years | 35.18 | 34.85 | 101% |
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