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HBLFX vs JNBZX
HBLFX vs JNBZX Comparison
Open Charts HBLFX vs JNBZX
Hartford Balanced Income F
Price$14.96
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets11.76B
JPMorgan Income Builder R6
Price$10.37
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets8.36B
HBLFX vs JNBZX Comparison Chart in %
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HBLFX vs. JNBZX commentary
Sep 29, 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 HBLFX is a StrongBuy and JNBZX is a Buy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.8B vs. JNBZX (8.37B). JNBZX pays higher dividends than HBLFX: JNBZX (5.80) vs HBLFX (3.58). HBLFX was incepted earlier than JNBZX: HBLFX (9 years) vs JNBZX (8 years). JNBZX (0.57) and HBLFX (0.56) have similar cost to investors . JNBZX is a more actively managed with annual turnover of: 107.00 vs. HBLFX (61.00). HBLFX has a lower initial minimum investment than JNBZX: HBLFX (1000000) vs JNBZX (15000000). JNBZX annual gain was more profitable for investors over the last year : 7.64 vs. HBLFX (2.25). JNBZX return over 5 years is better than : 28.13 vs. HBLFX (20.12).
| HBLFX | JNBZX | HBLFX / JNBZX | |
| Total Expense Ratio | 0.56 | 0.52 | 108% |
| Annual Report Gross Expense Ratio | 0.56 | 0.57 | 98% |
| Fund Existence | 9 years | 8 years | - |
| Gain YTD | 8.476 | 10.606 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 15000000 | 7% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 8.37B | 141% |
| Annual Yield % from dividends | 3.58 | 5.80 | 62% |
| Returns for 1 year | 2.25 | 7.64 | 29% |
| Returns for 3 years | 26.40 | 38.20 | 69% |
| Returns for 5 years | 20.12 | 28.13 | 72% |
| Returns for 10 years | N/A | N/A | - |
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