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HBLYX vs JNBCX
HBLYX vs JNBCX Comparison
Open Charts HBLYX vs JNBCX
Hartford Balanced Income Y
Price$14.74
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets11.76B
JPMorgan Income Builder C
Price$9.94
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets8.16B
HBLYX vs JNBCX Comparison Chart
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HBLYX vs. JNBCX commentary
Jun 06, 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 StrongBuy and JNBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. JNBCX (8.17B). JNBCX pays higher dividends than HBLYX: JNBCX (5.22) vs HBLYX (3.53). 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 : 7.73 vs. HBLYX (3.82). JNBCX return over 5 years is better than : 18.81 vs. HBLYX (13.50).
| 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 | 3.520 | 4.326 | 81% |
| 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 | 8.17B | 145% |
| Annual Yield % from dividends | 3.53 | 5.22 | 68% |
| Returns for 1 year | 3.82 | 7.73 | 49% |
| Returns for 3 years | 9.12 | 14.11 | 65% |
| Returns for 5 years | 13.50 | 18.81 | 72% |
| Returns for 10 years | 39.75 | 39.40 | 101% |
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