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HBLRX vs JNBZX
HBLRX vs JNBZX Comparison
Open Charts HBLRX vs JNBZX
Hartford Balanced Income R3
Price$14.36
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JPMorgan Income Builder R6
Price$9.89
Change+$0.02 (+0.20%)
VolumeN/A
CapitalizationN/A
HBLRX vs JNBZX Comparison Chart
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HBLRX vs. JNBZX commentary
Dec 24, 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 StrongBuy and JNBZX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12B vs. JNBZX (8.32B). 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 : 8.46 vs. HBLRX (2.80). JNBZX return over 5 years is better than : 13.21 vs. HBLRX (6.39).
| 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 | 2.104 | 7.822 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 8.32B | 144% |
| Annual Yield % from dividends | 2.97 | 5.18 | 57% |
| Returns for 1 year | 2.80 | 8.46 | 33% |
| Returns for 3 years | -2.68 | 2.23 | -120% |
| Returns for 5 years | 6.39 | 13.21 | 48% |
| Returns for 10 years | 27.36 | N/A | - |
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