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HBLRX vs JNBZX
HBLRX vs JNBZX Comparison
Open Charts HBLRX vs JNBZX
Hartford Balanced Income R3
Price$15.25
Change+$0.04 (+0.26%)
VolumeN/A
CapitalizationN/A
JPMorgan Income Builder R6
Price$10.05
Change+$0.02 (+0.20%)
VolumeN/A
CapitalizationN/A
HBLRX vs JNBZX Comparison Chart
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HBLRX vs. JNBZX commentary
Nov 23, 2024
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: 12.5B vs. JNBZX (8.52B). 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 (15.20) and HBLRX (14.83) have marching annual gain over last year. JNBZX return over 5 years is better than : 16.41 vs. HBLRX (14.28).
| 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 | 8.432 | 9.055 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5B | 8.52B | 147% |
| Annual Yield % from dividends | 2.97 | 5.18 | 57% |
| Returns for 1 year | 14.83 | 15.20 | 98% |
| Returns for 3 years | -0.98 | -0.33 | 294% |
| Returns for 5 years | 14.28 | 16.41 | 87% |
| Returns for 10 years | 33.31 | N/A | - |
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