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HBLRX vs JNBCX
HBLRX vs JNBCX Comparison
Open Charts HBLRX vs JNBCX
Hartford Balanced Income R3
Price$14.78
Change+$0.07 (+0.48%)
VolumeN/A
Net Assets11.84B
JPMorgan Income Builder C
Price$10.13
Change+$0.03 (+0.30%)
VolumeN/A
Net Assets8.29B
HBLRX vs JNBCX Comparison Chart in %
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HBLRX vs. JNBCX commentary
Jul 02, 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: 11.8B vs. JNBCX (8.29B). JNBCX pays higher dividends than HBLRX: JNBCX (5.22) vs HBLRX (2.96). 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 : 9.84 vs. HBLRX (5.32). JNBCX return over 5 years is better than : 23.08 vs. HBLRX (15.26).
| 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 | 4.733 | 6.403 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 8.29B | 142% |
| Annual Yield % from dividends | 2.96 | 5.22 | 57% |
| Returns for 1 year | 5.32 | 9.84 | 54% |
| Returns for 3 years | 13.63 | 22.97 | 59% |
| Returns for 5 years | 15.26 | 23.08 | 66% |
| Returns for 10 years | 35.51 | 42.74 | 83% |
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