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HBLFX vs JNBZX
HBLFX vs JNBZX Comparison
Open Charts HBLFX vs JNBZX
Hartford Balanced Income F
Price$14.32
Change+$0.01 (+0.07%)
VolumeN/A
CapitalizationN/A
JPMorgan Income Builder R6
Price$9.89
Change+$0.02 (+0.20%)
VolumeN/A
CapitalizationN/A
HBLFX vs JNBZX Comparison Chart
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HBLFX vs. JNBZX commentary
Dec 24, 2024
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 HBLFX is a StrongBuy and JNBZX is a Hold.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 12B vs. JNBZX (8.32B). JNBZX pays higher dividends than HBLFX: JNBZX (5.18) vs HBLFX (3.67). HBLFX was incepted earlier than JNBZX: HBLFX (8 years) vs JNBZX (7 years). HBLFX is a more actively managed with annual turnover of: 57.00 vs. JNBZX (48.00). HBLFX has a lower initial minimum investment than JNBZX: HBLFX (1000000) vs JNBZX (15000000). JNBZX annual gain was more profitable for investors over the last year : 8.46 vs. HBLFX (3.53). JNBZX return over 5 years is better than : 13.21 vs. HBLFX (9.73).
| HBLFX | JNBZX | HBLFX / JNBZX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 7 years | - |
| Gain YTD | 2.872 | 7.822 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 15000000 | 7% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 8.32B | 144% |
| Annual Yield % from dividends | 3.67 | 5.18 | 71% |
| Returns for 1 year | 3.53 | 8.46 | 42% |
| Returns for 3 years | -0.60 | 2.23 | -27% |
| Returns for 5 years | 9.73 | 13.21 | 74% |
| Returns for 10 years | N/A | N/A | - |
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