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HBLSX vs JNBCX
HBLSX vs JNBCX Comparison
Open Charts HBLSX vs JNBCX
Hartford Balanced Income R4
Price$14.94
Change-$0.19 (-1.26%)
VolumeN/A
Net Assets11.63B
JPMorgan Income Builder C
Price$10.61
Change+$0.25 (+2.41%)
VolumeN/A
Net Assets8.66B
HBLSX vs JNBCX Comparison Chart in %
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HBLSX vs. JNBCX commentary
Feb 05, 2026
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 HBLSX is a StrongBuy and JNBCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.6B vs. JNBCX (8.66B). JNBCX pays higher dividends than HBLSX: JNBCX (5.07) vs HBLSX (3.11). HBLSX was incepted earlier than JNBCX: HBLSX (16 years) vs JNBCX (19 years). JNBCX (1.57) is less costly to investors than HBLSX (0.96). JNBCX is a more actively managed with annual turnover of: 113.00 vs. HBLSX (90.00). HBLSX has a lower initial minimum investment than JNBCX: HBLSX (0) vs JNBCX (1000). JNBCX annual gain was more profitable for investors over the last year : 12.65 vs. HBLSX (6.02). JNBCX return over 5 years is better than : 16.73 vs. HBLSX (10.62).
| HBLSX | JNBCX | HBLSX / JNBCX | |
| Total Expense Ratio | 0.96 | 1.25 | 77% |
| Annual Report Gross Expense Ratio | 0.96 | 1.57 | 61% |
| Fund Existence | 16 years | 19 years | - |
| Gain YTD | 1.980 | 2.031 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 8.66B | 134% |
| Annual Yield % from dividends | 3.11 | 5.07 | 61% |
| Returns for 1 year | 6.02 | 12.65 | 48% |
| Returns for 3 years | 15.34 | 27.22 | 56% |
| Returns for 5 years | 10.62 | 16.73 | 63% |
| Returns for 10 years | 51.14 | 65.55 | 78% |
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