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HBLRX vs JNBAX
HBLRX vs JNBAX Comparison
Open Charts HBLRX vs JNBAX
Hartford Balanced Income R3
Price$15.38
Change-$0.01 (-0.06%)
VolumeN/A
CapitalizationN/A
JPMorgan Income Builder A
Price$10.19
Change-$0.01 (-0.10%)
VolumeN/A
CapitalizationN/A
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HBLRX vs JNBAX Comparison Chart
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HBLRX vs. JNBAX commentary
Sep 22, 2024
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 HBLRX is a Buy and JNBAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12.7B vs. JNBAX (8.75B). JNBAX pays higher dividends than HBLRX: JNBAX (4.96) vs HBLRX (2.97). HBLRX was incepted earlier than JNBAX: HBLRX (14 years) vs JNBAX (17 years). HBLRX is a more actively managed with annual turnover of: 57.00 vs. JNBAX (48.00). HBLRX has a lower initial minimum investment than JNBAX: HBLRX (0) vs JNBAX (1000). JNBAX annual gain was more profitable for investors over the last year : 17.80 vs. HBLRX (16.19). JNBAX return over 5 years is better than : 16.80 vs. HBLRX (15.89).
| HBLRX | JNBAX | HBLRX / JNBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 17 years | - |
| Gain YTD | 8.600 | 9.582 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 8.75B | 145% |
| Annual Yield % from dividends | 2.97 | 4.96 | 60% |
| Returns for 1 year | 16.19 | 17.80 | 91% |
| Returns for 3 years | 0.44 | 0.45 | 97% |
| Returns for 5 years | 15.89 | 16.80 | 95% |
| Returns for 10 years | 35.78 | 43.00 | 83% |
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