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HBLIX vs JNBCX
HBLIX vs JNBCX Comparison
Open Charts HBLIX vs JNBCX
Hartford Balanced Income I
Price$15.16
Change-$0.06 (-0.39%)
VolumeN/A
Net Assets11.96B
JPMorgan Income Builder C
Price$10.37
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets8.45B
HBLIX vs JNBCX Comparison Chart in %
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HBLIX vs. JNBCX commentary
Sep 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 HBLIX is a Hold and JNBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12B vs. JNBCX (8.45B). JNBCX pays higher dividends than HBLIX: JNBCX (5.11) vs HBLIX (3.50). HBLIX was incepted earlier than JNBCX: HBLIX (16 years) vs JNBCX (18 years). JNBCX (1.57) is less costly to investors than HBLIX (0.65). JNBCX is a more actively managed with annual turnover of: 107.00 vs. HBLIX (61.00). JNBCX has a lower initial minimum investment than HBLIX: JNBCX (1000) vs HBLIX (2000). JNBCX annual gain was more profitable for investors over the last year : 8.85 vs. HBLIX (3.99). JNBCX return over 5 years is better than : 22.01 vs. HBLIX (18.57).
| HBLIX | JNBCX | HBLIX / JNBCX | |
| Total Expense Ratio | 0.65 | 1.25 | 52% |
| Annual Report Gross Expense Ratio | 0.65 | 1.57 | 41% |
| Fund Existence | 16 years | 18 years | - |
| Gain YTD | 8.893 | 10.139 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 8.45B | 142% |
| Annual Yield % from dividends | 3.50 | 5.11 | 69% |
| Returns for 1 year | 3.99 | 8.85 | 45% |
| Returns for 3 years | 19.48 | 27.55 | 71% |
| Returns for 5 years | 18.57 | 22.01 | 84% |
| Returns for 10 years | 51.47 | 52.21 | 99% |
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