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HBLSX vs JNBCX
HBLSX vs JNBCX Comparison
Open Charts HBLSX vs JNBCX
Hartford Balanced Income R4
Price$15.24
Change-$0.07 (-0.46%)
VolumeN/A
Net Assets11.96B
JPMorgan Income Builder C
Price$10.37
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets8.45B
HBLSX vs JNBCX Comparison Chart in %
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HBLSX vs. JNBCX commentary
Sep 14, 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 HBLSX is a Hold and JNBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12B vs. JNBCX (8.45B). JNBCX pays higher dividends than HBLSX: JNBCX (5.11) vs HBLSX (3.17). HBLSX was incepted earlier than JNBCX: HBLSX (15 years) vs JNBCX (18 years). JNBCX (1.57) is less costly to investors than HBLSX (0.96). JNBCX is a more actively managed with annual turnover of: 107.00 vs. HBLSX (61.00). HBLSX has a lower initial minimum investment than JNBCX: HBLSX (0) vs JNBCX (1000). JNBCX annual gain was more profitable for investors over the last year : 8.85 vs. HBLSX (3.63). JNBCX return over 5 years is better than : 22.01 vs. HBLSX (16.80).
| HBLSX | JNBCX | HBLSX / JNBCX | |
| Total Expense Ratio | 0.96 | 1.25 | 77% |
| Annual Report Gross Expense Ratio | 0.96 | 1.57 | 61% |
| Fund Existence | 15 years | 18 years | - |
| Gain YTD | 8.662 | 10.139 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 8.45B | 142% |
| Annual Yield % from dividends | 3.17 | 5.11 | 62% |
| Returns for 1 year | 3.63 | 8.85 | 41% |
| Returns for 3 years | 18.36 | 27.55 | 67% |
| Returns for 5 years | 16.80 | 22.01 | 76% |
| Returns for 10 years | 47.64 | 52.21 | 91% |
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