HBLTX
Price
$15.37
Change
-$0.00 (-0.00%)
Updated
Oct 16 closing price
JNBCX
Price
$10.14
Change
-$0.00 (-0.00%)
Updated
Oct 16 closing price
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HBLTX vs JNBCX

Header iconHBLTX vs JNBCX Comparison
Open Charts HBLTX vs JNBCXBanner chart's image
Hartford Balanced Income R5
Price$15.37
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JPMorgan Income Builder C
Price$10.14
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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HBLTX vs JNBCX Comparison Chart
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VS
HBLTX vs. JNBCX commentary
Oct 18, 2024

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 HBLTX is a StrongBuy and JNBCX is a StrongBuy.

FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12.6B vs. JNBCX (8.69B). JNBCX pays higher dividends than HBLTX: JNBCX (4.49) vs HBLTX (3.54). HBLTX was incepted earlier than JNBCX: HBLTX (14 years) vs JNBCX (17 years). HBLTX is a more actively managed with annual turnover of: 57.00 vs. JNBCX (48.00). HBLTX has a lower initial minimum investment than JNBCX: HBLTX (0) vs JNBCX (1000). JNBCX (19.57) and HBLTX (19.38) have marching annual gain over last year. HBLTX return over 5 years is better than : 19.61 vs. JNBCX (14.10).
HBLTXJNBCXHBLTX / JNBCX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence14 years17 years-
Gain YTD9.6239.526101%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets12.6B8.69B145%
Annual Yield % from dividends3.544.4979%
Returns for 1 year19.3819.5799%
Returns for 3 years1.65-1.37-121%
Returns for 5 years19.6114.10139%
Returns for 10 years46.0941.14112%
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