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HBLFX vs JNBZX
HBLFX vs JNBZX Comparison
Open Charts HBLFX vs JNBZX
Hartford Balanced Income F
Price$14.45
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets12.12B
JPMorgan Income Builder R6
Price$9.99
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets8.34B
HBLFX vs JNBZX Comparison Chart
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HBLFX vs. JNBZX commentary
Jan 24, 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 HBLFX is a Buy and JNBZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 12.1B vs. JNBZX (8.35B). 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 : 10.67 vs. HBLFX (6.68). JNBZX return over 5 years is better than : 13.86 vs. HBLFX (10.22).
| 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 | 1.904 | 2.043 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 15000000 | 7% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 8.35B | 145% |
| Annual Yield % from dividends | 3.67 | 5.18 | 71% |
| Returns for 1 year | 6.68 | 10.67 | 63% |
| Returns for 3 years | 2.75 | 5.97 | 46% |
| Returns for 5 years | 10.22 | 13.86 | 74% |
| Returns for 10 years | N/A | N/A | - |
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