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HBLIX vs JNBCX
HBLIX vs JNBCX Comparison
Open Charts HBLIX vs JNBCX
Hartford Balanced Income I
Price$14.27
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.65B
JPMorgan Income Builder C
Price$9.77
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets8.05B
HBLIX vs JNBCX Comparison Chart
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HBLIX vs. JNBCX commentary
May 09, 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 Buy and JNBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.7B vs. JNBCX (8.05B). JNBCX pays higher dividends than HBLIX: JNBCX (5.31) vs HBLIX (3.65). HBLIX was incepted earlier than JNBCX: HBLIX (15 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 : 7.24 vs. HBLIX (3.04). JNBCX return over 5 years is better than : 24.25 vs. HBLIX (19.42).
| HBLIX | JNBCX | HBLIX / JNBCX | |
| Total Expense Ratio | 0.65 | 1.25 | 52% |
| Annual Report Gross Expense Ratio | 0.65 | 1.57 | 41% |
| Fund Existence | 15 years | 18 years | - |
| Gain YTD | 1.653 | 2.187 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 8.05B | 145% |
| Annual Yield % from dividends | 3.65 | 5.31 | 69% |
| Returns for 1 year | 3.04 | 7.24 | 42% |
| Returns for 3 years | 9.85 | 14.22 | 69% |
| Returns for 5 years | 19.42 | 24.25 | 80% |
| Returns for 10 years | 35.01 | 34.09 | 103% |
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