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HBLSX vs JNBCX
HBLSX vs JNBCX Comparison
Open Charts HBLSX vs JNBCX
Hartford Balanced Income R4
Price$14.50
Change-$0.06 (-0.41%)
VolumeN/A
Net Assets12.17B
JPMorgan Income Builder C
Price$9.92
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.35B
HBLSX vs JNBCX Comparison Chart
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HBLSX vs. JNBCX commentary
Jan 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 HBLSX is a Buy and JNBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.2B vs. JNBCX (8.35B). JNBCX pays higher dividends than HBLSX: JNBCX (4.49) vs HBLSX (3.25). HBLSX was incepted earlier than JNBCX: HBLSX (15 years) vs JNBCX (18 years). HBLSX is a more actively managed with annual turnover of: 57.00 vs. JNBCX (48.00). 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 : 9.03 vs. HBLSX (6.28). JNBCX return over 5 years is better than : 8.93 vs. HBLSX (8.41).
| HBLSX | JNBCX | HBLSX / JNBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 18 years | - |
| Gain YTD | 2.104 | 1.232 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 8.35B | 146% |
| Annual Yield % from dividends | 3.25 | 4.49 | 73% |
| Returns for 1 year | 6.28 | 9.03 | 70% |
| Returns for 3 years | 1.56 | 2.88 | 54% |
| Returns for 5 years | 8.41 | 8.93 | 94% |
| Returns for 10 years | 33.21 | 34.63 | 96% |
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