Ad is loading...
HBLSX vs JNBCX
HBLSX vs JNBCX Comparison
Open Charts HBLSX vs JNBCX
Hartford Balanced Income R4
Price$14.46
Change-$0.04 (-0.28%)
VolumeN/A
Net Assets11.89B
JPMorgan Income Builder C
Price$9.74
Change-$0.05 (-0.51%)
VolumeN/A
Net Assets8.13B
HBLSX vs JNBCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HBLSX vs. JNBCX commentary
Mar 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: 11.9B vs. JNBCX (8.13B). JNBCX pays higher dividends than HBLSX: JNBCX (5.11) vs HBLSX (3.24). HBLSX was incepted earlier than JNBCX: HBLSX (15 years) vs JNBCX (18 years). JNBCX (1.55) 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 : 5.96 vs. HBLSX (3.86). JNBCX (22.20) and HBLSX (21.69) have equivalent 5 years return.
| HBLSX | JNBCX | HBLSX / JNBCX | |
| Total Expense Ratio | 0.96 | 1.25 | 77% |
| Annual Report Gross Expense Ratio | 0.96 | 1.55 | 62% |
| Fund Existence | 15 years | 18 years | - |
| Gain YTD | 2.034 | 1.082 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 8.13B | 146% |
| Annual Yield % from dividends | 3.24 | 5.11 | 63% |
| Returns for 1 year | 3.86 | 5.96 | 65% |
| Returns for 3 years | 5.78 | 7.66 | 76% |
| Returns for 5 years | 21.69 | 22.20 | 98% |
| Returns for 10 years | 34.59 | 34.85 | 99% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers