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HBLVX vs JNBZX
HBLVX vs JNBZX Comparison
Open Charts HBLVX vs JNBZX
Hartford Balanced Income R6
Price$14.51
Change-$0.22 (-1.49%)
VolumeN/A
Net Assets11.99B
JPMorgan Income Builder R6
Price$9.70
Change-$0.16 (-1.62%)
VolumeN/A
Net Assets8.13B
HBLVX vs JNBZX Comparison Chart
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HBLVX vs. JNBZX commentary
Apr 04, 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 Hold and JNBZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 12B vs. JNBZX (8.13B). 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 : 5.99 vs. HBLVX (5.00). JNBZX return over 5 years is better than : 35.24 vs. HBLVX (30.96).
| 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 | 3.333 | 0.429 | 777% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 8.13B | 148% |
| Annual Yield % from dividends | 3.63 | 5.98 | 61% |
| Returns for 1 year | 5.00 | 5.99 | 84% |
| Returns for 3 years | 5.42 | 6.24 | 87% |
| Returns for 5 years | 30.96 | 35.24 | 88% |
| Returns for 10 years | 38.74 | N/A | - |
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