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HBLRX vs JNBCX
HBLRX vs JNBCX Comparison
Open Charts HBLRX vs JNBCX
Hartford Balanced Income R3
Price$15.19
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets11.96B
JPMorgan Income Builder C
Price$10.39
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.49B
HBLRX vs JNBCX Comparison Chart in %
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HBLRX vs. JNBCX commentary
Sep 17, 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 Hold and JNBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12B vs. JNBCX (8.49B). JNBCX pays higher dividends than HBLRX: JNBCX (5.11) vs HBLRX (2.88). 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 : 8.20 vs. HBLRX (2.16). JNBCX return over 5 years is better than : 21.42 vs. HBLRX (14.34).
| 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 | 8.293 | 10.351 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 8.49B | 141% |
| Annual Yield % from dividends | 2.88 | 5.11 | 56% |
| Returns for 1 year | 2.16 | 8.20 | 26% |
| Returns for 3 years | 17.99 | 29.04 | 62% |
| Returns for 5 years | 14.34 | 21.42 | 67% |
| Returns for 10 years | 43.78 | 52.81 | 83% |
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