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HBLRX vs JNBZX
HBLRX vs JNBZX Comparison
Open Charts HBLRX vs JNBZX
Hartford Balanced Income R3
Price$14.67
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets12.12B
JPMorgan Income Builder R6
Price$10.05
Change-$0.04 (-0.40%)
VolumeN/A
Net Assets8.33B
HBLRX vs JNBZX Comparison Chart
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HBLRX vs. JNBZX commentary
Feb 23, 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 StrongBuy and JNBZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12.1B vs. JNBZX (8.33B). JNBZX pays higher dividends than HBLRX: JNBZX (5.18) vs HBLRX (2.97). HBLRX was incepted earlier than JNBZX: HBLRX (15 years) vs JNBZX (7 years). HBLRX is a more actively managed with annual turnover of: 57.00 vs. JNBZX (48.00). 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 : 10.56 vs. HBLRX (6.15). JNBZX return over 5 years is better than : 13.81 vs. HBLRX (7.17).
| HBLRX | JNBZX | HBLRX / JNBZX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 7 years | - |
| Gain YTD | 2.875 | 2.976 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 8.33B | 145% |
| Annual Yield % from dividends | 2.97 | 5.18 | 57% |
| Returns for 1 year | 6.15 | 10.56 | 58% |
| Returns for 3 years | 3.47 | 8.83 | 39% |
| Returns for 5 years | 7.17 | 13.81 | 52% |
| Returns for 10 years | 29.93 | N/A | - |
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