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HBLYX vs JNBCX
HBLYX vs JNBCX Comparison
Open Charts HBLYX vs JNBCX
Hartford Balanced Income Y
Price$14.61
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets11.89B
JPMorgan Income Builder C
Price$9.74
Change-$0.05 (-0.51%)
VolumeN/A
Net Assets8.13B
HBLYX vs JNBCX Comparison Chart
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HBLYX vs. JNBCX commentary
Mar 14, 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: 11.9B vs. JNBCX (8.13B). JNBCX pays higher dividends than HBLYX: JNBCX (5.11) vs HBLYX (3.48). HBLYX was incepted earlier than JNBCX: HBLYX (19 years) vs JNBCX (18 years). JNBCX (1.55) 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 : 5.96 vs. HBLYX (4.20). HBLYX return over 5 years is better than : 23.43 vs. JNBCX (22.20).
| HBLYX | JNBCX | HBLYX / JNBCX | |
| Total Expense Ratio | 0.67 | 1.25 | 54% |
| Annual Report Gross Expense Ratio | 0.67 | 1.55 | 43% |
| Fund Existence | 19 years | 18 years | - |
| Gain YTD | 2.085 | 1.082 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 8.13B | 146% |
| Annual Yield % from dividends | 3.48 | 5.11 | 68% |
| Returns for 1 year | 4.20 | 5.96 | 70% |
| Returns for 3 years | 6.80 | 7.66 | 89% |
| Returns for 5 years | 23.43 | 22.20 | 106% |
| Returns for 10 years | 38.43 | 34.85 | 110% |
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