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HBLYX vs JNBCX
HBLYX vs JNBCX Comparison
Open Charts HBLYX vs JNBCX
Hartford Balanced Income Y
Price$15.36
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.96B
JPMorgan Income Builder C
Price$10.39
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.49B
HBLYX vs JNBCX Comparison Chart in %
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HBLYX vs. JNBCX commentary
Sep 17, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12B vs. JNBCX (8.49B). JNBCX pays higher dividends than HBLYX: JNBCX (5.11) vs HBLYX (3.43). 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 : 8.20 vs. HBLYX (2.77). JNBCX return over 5 years is better than : 21.42 vs. HBLYX (17.73).
| 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 | 8.755 | 10.351 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 8.49B | 141% |
| Annual Yield % from dividends | 3.43 | 5.11 | 67% |
| Returns for 1 year | 2.77 | 8.20 | 34% |
| Returns for 3 years | 20.15 | 29.04 | 69% |
| Returns for 5 years | 17.73 | 21.42 | 83% |
| Returns for 10 years | 51.68 | 52.81 | 98% |
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