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HBLVX vs JNBZX
HBLVX vs JNBZX Comparison
Open Charts HBLVX vs JNBZX
Hartford Balanced Income R6
Price$14.43
Change+$0.12 (+0.84%)
VolumeN/A
Net Assets11.55B
JPMorgan Income Builder R6
Price$9.74
Change+$0.09 (+0.93%)
VolumeN/A
Net Assets7.9B
HBLVX vs JNBZX Comparison Chart
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HBLVX vs. JNBZX commentary
Apr 25, 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 HBLVX is a Buy and JNBZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.5B vs. JNBZX (7.9B). JNBZX pays higher dividends than HBLVX: JNBZX (5.98) vs HBLVX (3.63). HBLVX was incepted earlier than JNBZX: HBLVX (10 years) vs JNBZX (7 years). HBLVX (0.56) and JNBZX (0.55) have similar cost to investors . JNBZX is a more actively managed with annual turnover of: 107.00 vs. HBLVX (61.00). HBLVX has a lower initial minimum investment than JNBZX: HBLVX (0) vs JNBZX (15000000). JNBZX annual gain was more profitable for investors over the last year : 7.43 vs. HBLVX (3.57). JNBZX return over 5 years is better than : 27.45 vs. HBLVX (18.24).
| HBLVX | JNBZX | HBLVX / JNBZX | |
| Total Expense Ratio | 0.56 | 0.52 | 108% |
| Annual Report Gross Expense Ratio | 0.56 | 0.55 | 102% |
| Fund Existence | 10 years | 7 years | - |
| Gain YTD | 0.387 | -0.089 | -437% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5B | 7.9B | 146% |
| Annual Yield % from dividends | 3.63 | 5.98 | 61% |
| Returns for 1 year | 3.57 | 7.43 | 48% |
| Returns for 3 years | 5.60 | 8.98 | 62% |
| Returns for 5 years | 18.24 | 27.45 | 66% |
| Returns for 10 years | 33.43 | N/A | - |
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