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HBLFX vs JNBZX
HBLFX vs JNBZX Comparison
Open Charts HBLFX vs JNBZX
Hartford Balanced Income F
Price$13.77
Change-$0.16 (-1.15%)
VolumeN/A
Net Assets11.5B
JPMorgan Income Builder R6
Price$9.31
Change-$0.10 (-1.06%)
VolumeN/A
Net Assets7.75B
HBLFX vs JNBZX Comparison Chart
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HBLFX vs. JNBZX commentary
Apr 08, 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 Hold and JNBZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.5B vs. JNBZX (7.75B). JNBZX pays higher dividends than HBLFX: JNBZX (5.98) vs HBLFX (3.69). HBLFX was incepted earlier than JNBZX: HBLFX (8 years) vs JNBZX (7 years). HBLFX (0.56) and JNBZX (0.55) have similar cost to investors . JNBZX is a more actively managed with annual turnover of: 107.00 vs. HBLFX (61.00). 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 : 3.03 vs. HBLFX (0.88). JNBZX return over 5 years is better than : 31.20 vs. HBLFX (25.44).
| HBLFX | JNBZX | HBLFX / JNBZX | |
| Total Expense Ratio | 0.56 | 0.52 | 108% |
| Annual Report Gross Expense Ratio | 0.56 | 0.55 | 102% |
| Fund Existence | 8 years | 7 years | - |
| Gain YTD | -0.817 | -2.573 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 15000000 | 7% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5B | 7.75B | 148% |
| Annual Yield % from dividends | 3.69 | 5.98 | 62% |
| Returns for 1 year | 0.88 | 3.03 | 29% |
| Returns for 3 years | 1.74 | 3.65 | 48% |
| Returns for 5 years | 25.44 | 31.20 | 82% |
| Returns for 10 years | N/A | N/A | - |
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