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HBLRX vs JNBCX
HBLRX vs JNBCX Comparison
Open Charts HBLRX vs JNBCX
Hartford Balanced Income R3
Price$14.35
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
HBLRX vs JNBCX Comparison Chart
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HBLRX 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 HBLRX is a Buy and JNBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.7B vs. JNBCX (8.05B). JNBCX pays higher dividends than HBLRX: JNBCX (5.31) vs HBLRX (2.99). HBLRX was incepted earlier than JNBCX: HBLRX (15 years) vs JNBCX (18 years). JNBCX (1.57) is less costly to investors than HBLRX (1.28). JNBCX is a more actively managed with annual turnover of: 107.00 vs. HBLRX (61.00). 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 : 7.24 vs. HBLRX (2.44). JNBCX return over 5 years is better than : 24.25 vs. HBLRX (16.20).
| HBLRX | JNBCX | HBLRX / JNBCX | |
| Total Expense Ratio | 1.28 | 1.25 | 102% |
| Annual Report Gross Expense Ratio | 1.28 | 1.57 | 82% |
| Fund Existence | 15 years | 18 years | - |
| Gain YTD | 1.481 | 2.187 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 8.05B | 145% |
| Annual Yield % from dividends | 2.99 | 5.31 | 56% |
| Returns for 1 year | 2.44 | 7.24 | 34% |
| Returns for 3 years | 7.90 | 14.22 | 56% |
| Returns for 5 years | 16.20 | 24.25 | 67% |
| Returns for 10 years | 28.50 | 34.09 | 84% |
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