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HBLSX vs JNBCX
HBLSX vs JNBCX Comparison
Open Charts HBLSX vs JNBCX
Hartford Balanced Income R4
Price$15.08
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets11.75B
JPMorgan Income Builder C
Price$10.33
Change+$0.06 (+0.58%)
VolumeN/A
Net Assets8.34B
HBLSX vs JNBCX Comparison Chart in %
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HBLSX vs. JNBCX commentary
Oct 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 Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B vs. JNBCX (8.35B). JNBCX pays higher dividends than HBLSX: JNBCX (5.02) vs HBLSX (3.18). 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 : 7.01 vs. HBLSX (1.88). JNBCX return over 5 years is better than : 19.98 vs. HBLSX (14.99).
| 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 | 8.022 | 9.522 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 8.35B | 141% |
| Annual Yield % from dividends | 3.18 | 5.02 | 63% |
| Returns for 1 year | 1.88 | 7.01 | 27% |
| Returns for 3 years | 25.30 | 35.98 | 70% |
| Returns for 5 years | 14.99 | 19.98 | 75% |
| Returns for 10 years | 43.23 | 49.73 | 87% |
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