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HBLYX vs JNBCX
HBLYX vs JNBCX Comparison
Open Charts HBLYX vs JNBCX
Hartford Balanced Income Y
Price$14.92
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.78B
JPMorgan Income Builder C
Price$10.10
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets8.27B
HBLYX vs JNBCX Comparison Chart in %
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HBLYX vs. JNBCX commentary
Aug 02, 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 Hold and JNBCX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. JNBCX (8.27B). JNBCX pays higher dividends than HBLYX: JNBCX (5.17) vs HBLYX (3.51). 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 : 8.38 vs. HBLYX (3.22). JNBCX return over 5 years is better than : 19.76 vs. HBLYX (15.35).
| 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 | 5.571 | 7.033 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 8.27B | 143% |
| Annual Yield % from dividends | 3.51 | 5.17 | 68% |
| Returns for 1 year | 3.22 | 8.38 | 38% |
| Returns for 3 years | 12.61 | 19.38 | 65% |
| Returns for 5 years | 15.35 | 19.76 | 78% |
| Returns for 10 years | 43.09 | 42.64 | 101% |
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