Ad is loading...
HBLYX vs JNBCX
HBLYX vs JNBCX Comparison
Open Charts HBLYX vs JNBCX
Hartford Balanced Income Y
Price$14.49
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.65B
JPMorgan Income Builder C
Price$9.77
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets8.05B
HBLYX vs JNBCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HBLYX vs. JNBCX commentary
May 09, 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 HBLYX is a Buy and JNBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.7B vs. JNBCX (8.05B). JNBCX pays higher dividends than HBLYX: JNBCX (5.31) vs HBLYX (3.57). HBLYX was incepted earlier than JNBCX: HBLYX (19 years) vs JNBCX (18 years). JNBCX (1.57) is less costly to investors than HBLYX (0.67). JNBCX is a more actively managed with annual turnover of: 107.00 vs. HBLYX (61.00). JNBCX has a lower initial minimum investment than HBLYX: JNBCX (1000) vs HBLYX (250000). JNBCX annual gain was more profitable for investors over the last year : 7.24 vs. HBLYX (3.04). JNBCX return over 5 years is better than : 24.25 vs. HBLYX (19.46).
| HBLYX | JNBCX | HBLYX / JNBCX | |
| Total Expense Ratio | 0.67 | 1.25 | 54% |
| Annual Report Gross Expense Ratio | 0.67 | 1.57 | 43% |
| Fund Existence | 19 years | 18 years | - |
| Gain YTD | 1.697 | 2.187 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 8.05B | 145% |
| Annual Yield % from dividends | 3.57 | 5.31 | 67% |
| Returns for 1 year | 3.04 | 7.24 | 42% |
| Returns for 3 years | 9.83 | 14.22 | 69% |
| Returns for 5 years | 19.46 | 24.25 | 80% |
| Returns for 10 years | 35.49 | 34.09 | 104% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers