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HBLYX vs JNBCX
HBLYX vs JNBCX Comparison
Open Charts HBLYX vs JNBCX
Hartford Balanced Income Y
Price$14.92
Change+$0.07 (+0.47%)
VolumeN/A
Net Assets11.84B
JPMorgan Income Builder C
Price$10.13
Change+$0.03 (+0.30%)
VolumeN/A
Net Assets8.29B
HBLYX vs JNBCX Comparison Chart in %
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HBLYX vs. JNBCX commentary
Jul 01, 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: 11.8B vs. JNBCX (8.29B). 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 : 9.73 vs. HBLYX (5.85). JNBCX return over 5 years is better than : 24.19 vs. HBLYX (20.09).
| 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 | 5.075 | 6.403 | 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 | 8.29B | 142% |
| Annual Yield % from dividends | 3.53 | 5.22 | 68% |
| Returns for 1 year | 5.85 | 9.73 | 60% |
| Returns for 3 years | 16.58 | 22.84 | 73% |
| Returns for 5 years | 20.09 | 24.19 | 83% |
| Returns for 10 years | 43.48 | 43.31 | 100% |
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