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HBLIX vs JNBCX
HBLIX vs JNBCX Comparison
Open Charts HBLIX vs JNBCX
Hartford Balanced Income I
Price$14.99
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets11.75B
JPMorgan Income Builder C
Price$10.33
Change+$0.06 (+0.58%)
VolumeN/A
Net Assets8.34B
HBLIX vs JNBCX Comparison Chart in %
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HBLIX vs. JNBCX commentary
Oct 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 Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.8B vs. JNBCX (8.35B). JNBCX pays higher dividends than HBLIX: JNBCX (5.02) vs HBLIX (3.51). 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 : 7.01 vs. HBLIX (2.23). JNBCX return over 5 years is better than : 19.98 vs. HBLIX (16.77).
| 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 | 8.257 | 9.522 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 8.35B | 141% |
| Annual Yield % from dividends | 3.51 | 5.02 | 70% |
| Returns for 1 year | 2.23 | 7.01 | 32% |
| Returns for 3 years | 26.41 | 35.98 | 73% |
| Returns for 5 years | 16.77 | 19.98 | 84% |
| Returns for 10 years | 47.02 | 49.73 | 95% |
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