Interact to see
Advertisement
Advertisement
HBLTX vs JNBCX
HBLTX vs JNBCX Comparison
Open Charts HBLTX vs JNBCX
Hartford Balanced Income R5
Price$15.04
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.91B
JPMorgan Income Builder C
Price$10.24
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.37B
HBLTX vs JNBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLTX vs. JNBCX commentary
Aug 18, 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 HBLTX is a StrongBuy and JNBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.9B vs. JNBCX (8.37B). JNBCX pays higher dividends than HBLTX: JNBCX (5.17) vs HBLTX (3.54). HBLTX was incepted earlier than JNBCX: HBLTX (15 years) vs JNBCX (18 years). JNBCX (1.57) is less costly to investors than HBLTX (0.66). JNBCX is a more actively managed with annual turnover of: 107.00 vs. HBLTX (61.00). HBLTX has a lower initial minimum investment than JNBCX: HBLTX (0) vs JNBCX (1000). JNBCX annual gain was more profitable for investors over the last year : 8.89 vs. HBLTX (4.43). JNBCX return over 5 years is better than : 19.79 vs. HBLTX (16.28).
| HBLTX | JNBCX | HBLTX / JNBCX | |
| Total Expense Ratio | 0.66 | 1.25 | 53% |
| Annual Report Gross Expense Ratio | 0.66 | 1.57 | 42% |
| Fund Existence | 15 years | 18 years | - |
| Gain YTD | 7.252 | 8.302 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 8.37B | 142% |
| Annual Yield % from dividends | 3.54 | 5.17 | 68% |
| Returns for 1 year | 4.43 | 8.89 | 50% |
| Returns for 3 years | 11.90 | 19.44 | 61% |
| Returns for 5 years | 16.28 | 19.79 | 82% |
| Returns for 10 years | 44.91 | 45.19 | 99% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MNHCX | 26.50 | 0.12 | +0.45% |
| Manning & Napier Pro-Blend Max Term L | |||
| KLCAX | 18.37 | N/A | N/A |
| Federated Hermes Kaufmann Large Cap A | |||
| FWMMX | 65.46 | -0.15 | -0.23% |
| American Funds Washington Mutual 529-F-2 | |||
| LAMTX | 25.07 | -0.13 | -0.52% |
| Lord Abbett Dividend Growth R5 | |||
| AAWEX | 16.28 | -0.12 | -0.73% |
| Cavanal Hill World Energy A | |||