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HBLSX vs JNBCX
HBLSX vs JNBCX Comparison
Open Charts HBLSX vs JNBCX
Hartford Balanced Income R4
Price$14.39
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets11.69B
JPMorgan Income Builder C
Price$9.73
Change+$0.03 (+0.31%)
VolumeN/A
Net Assets7.97B
HBLSX vs JNBCX Comparison Chart
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HBLSX vs. JNBCX commentary
Apr 30, 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: 11.7B vs. JNBCX (7.97B). JNBCX pays higher dividends than HBLSX: JNBCX (5.26) vs HBLSX (3.26). 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 : 8.16 vs. HBLSX (3.98). JNBCX return over 5 years is better than : 23.75 vs. HBLSX (16.77).
| 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 | 1.624 | 1.561 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 7.97B | 147% |
| Annual Yield % from dividends | 3.26 | 5.26 | 62% |
| Returns for 1 year | 3.98 | 8.16 | 49% |
| Returns for 3 years | 7.53 | 10.80 | 70% |
| Returns for 5 years | 16.77 | 23.75 | 71% |
| Returns for 10 years | 31.35 | 33.01 | 95% |
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