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HBLAX vs JNBCX
HBLAX vs JNBCX Comparison
Open Charts HBLAX vs JNBCX
Hartford Balanced Income A
Price$14.31
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets11.69B
JPMorgan Income Builder C
Price$9.73
Change+$0.03 (+0.31%)
VolumeN/A
Net Assets7.97B
HBLAX vs JNBCX Comparison Chart
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HBLAX vs. JNBCX commentary
Apr 30, 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 Buy and JNBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.7B vs. JNBCX (7.97B). JNBCX pays higher dividends than HBLAX: JNBCX (5.26) vs HBLAX (3.37). HBLAX was incepted earlier than JNBCX: HBLAX (19 years) vs JNBCX (18 years). JNBCX (1.57) 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 : 8.16 vs. HBLAX (4.02). JNBCX return over 5 years is better than : 23.75 vs. HBLAX (17.08).
| HBLAX | JNBCX | HBLAX / JNBCX | |
| Total Expense Ratio | 0.89 | 1.25 | 71% |
| Annual Report Gross Expense Ratio | 0.89 | 1.57 | 57% |
| Fund Existence | 19 years | 18 years | - |
| Gain YTD | 1.594 | 1.561 | 102% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.7B | 7.97B | 147% |
| Annual Yield % from dividends | 3.37 | 5.26 | 64% |
| Returns for 1 year | 4.02 | 8.16 | 49% |
| Returns for 3 years | 7.72 | 10.80 | 71% |
| Returns for 5 years | 17.08 | 23.75 | 72% |
| Returns for 10 years | 31.85 | 33.01 | 96% |
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