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HBLRX vs JNBZX
HBLRX vs JNBZX Comparison
Open Charts HBLRX vs JNBZX
Hartford Balanced Income R3
Price$14.29
Change+$0.12 (+0.85%)
VolumeN/A
Net Assets11.55B
JPMorgan Income Builder R6
Price$9.74
Change+$0.09 (+0.93%)
VolumeN/A
Net Assets7.9B
HBLRX vs JNBZX Comparison Chart
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HBLRX vs. JNBZX commentary
Apr 25, 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 JNBZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.5B vs. JNBZX (7.9B). JNBZX pays higher dividends than HBLRX: JNBZX (5.98) vs HBLRX (2.96). HBLRX was incepted earlier than JNBZX: HBLRX (15 years) vs JNBZX (7 years). HBLRX (1.28) is less costly to investors than JNBZX (0.55). JNBZX is a more actively managed with annual turnover of: 107.00 vs. HBLRX (61.00). HBLRX has a lower initial minimum investment than JNBZX: HBLRX (0) vs JNBZX (15000000). JNBZX annual gain was more profitable for investors over the last year : 7.43 vs. HBLRX (2.79). JNBZX return over 5 years is better than : 27.45 vs. HBLRX (14.41).
| HBLRX | JNBZX | HBLRX / JNBZX | |
| Total Expense Ratio | 1.28 | 0.52 | 246% |
| Annual Report Gross Expense Ratio | 1.28 | 0.55 | 233% |
| Fund Existence | 15 years | 7 years | - |
| Gain YTD | 0.138 | -0.089 | -156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5B | 7.9B | 146% |
| Annual Yield % from dividends | 2.96 | 5.98 | 49% |
| Returns for 1 year | 2.79 | 7.43 | 38% |
| Returns for 3 years | 3.34 | 8.98 | 37% |
| Returns for 5 years | 14.41 | 27.45 | 52% |
| Returns for 10 years | 25.70 | N/A | - |
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