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HBLSX vs JNBCX
HBLSX vs JNBCX Comparison
Open Charts HBLSX vs JNBCX
Hartford Balanced Income R4
Price$14.72
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.84B
JPMorgan Income Builder C
Price$10.10
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets8.29B
HBLSX vs JNBCX Comparison Chart in %
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HBLSX vs. JNBCX commentary
Jul 01, 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: 11.8B vs. JNBCX (8.29B). JNBCX pays higher dividends than HBLSX: JNBCX (5.22) 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 : 9.73 vs. HBLSX (5.57). JNBCX return over 5 years is better than : 24.19 vs. HBLSX (18.35).
| 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 | 4.955 | 6.403 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 8.29B | 142% |
| Annual Yield % from dividends | 3.26 | 5.22 | 63% |
| Returns for 1 year | 5.57 | 9.73 | 57% |
| Returns for 3 years | 15.46 | 22.84 | 68% |
| Returns for 5 years | 18.35 | 24.19 | 76% |
| Returns for 10 years | 39.50 | 43.31 | 91% |
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