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HBLRX vs JNBZX
HBLRX vs JNBZX Comparison
Open Charts HBLRX vs JNBZX
Hartford Balanced Income R3
Price$14.37
Change-$0.23 (-1.58%)
VolumeN/A
Net Assets11.99B
JPMorgan Income Builder R6
Price$9.70
Change-$0.16 (-1.62%)
VolumeN/A
Net Assets8.13B
HBLRX vs JNBZX Comparison Chart
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HBLRX vs. JNBZX commentary
Apr 04, 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 Hold and JNBZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12B vs. JNBZX (8.13B). 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 : 5.99 vs. HBLRX (4.22). JNBZX return over 5 years is better than : 35.24 vs. HBLRX (26.71).
| 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 | 3.177 | 0.429 | 740% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 8.13B | 148% |
| Annual Yield % from dividends | 2.96 | 5.98 | 49% |
| Returns for 1 year | 4.22 | 5.99 | 71% |
| Returns for 3 years | 3.24 | 6.24 | 52% |
| Returns for 5 years | 26.71 | 35.24 | 76% |
| Returns for 10 years | 30.74 | N/A | - |
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