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HBLRX vs JNBCX
HBLRX vs JNBCX Comparison
Open Charts HBLRX vs JNBCX
Hartford Balanced Income R3
Price$14.41
Change+$0.05 (+0.35%)
VolumeN/A
CapitalizationN/A
JPMorgan Income Builder C
Price$9.87
Change+$0.04 (+0.41%)
VolumeN/A
CapitalizationN/A
HBLRX vs JNBCX Comparison Chart
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HBLRX vs. JNBCX commentary
Dec 26, 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 StrongBuy and JNBCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12.1B vs. JNBCX (8.32B). JNBCX pays higher dividends than HBLRX: JNBCX (4.49) vs HBLRX (2.97). HBLRX was incepted earlier than JNBCX: HBLRX (15 years) vs JNBCX (18 years). HBLRX is a more actively managed with annual turnover of: 57.00 vs. JNBCX (48.00). HBLRX has a lower initial minimum investment than JNBCX: HBLRX (0) vs JNBCX (1000). JNBCX annual gain was more profitable for investors over the last year : 8.03 vs. HBLRX (3.16). JNBCX return over 5 years is better than : 9.63 vs. HBLRX (6.62).
| HBLRX | JNBCX | HBLRX / JNBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 18 years | - |
| Gain YTD | 2.460 | 7.463 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 8.32B | 145% |
| Annual Yield % from dividends | 2.97 | 4.49 | 66% |
| Returns for 1 year | 3.16 | 8.03 | 39% |
| Returns for 3 years | -2.34 | 0.53 | -442% |
| Returns for 5 years | 6.62 | 9.63 | 69% |
| Returns for 10 years | 27.80 | 34.98 | 79% |
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