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HBLTX vs JNBCX
HBLTX vs JNBCX Comparison
Open Charts HBLTX vs JNBCX
Hartford Balanced Income R5
Price$15.19
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.95B
JPMorgan Income Builder C
Price$10.27
Change+$0.05 (+0.49%)
VolumeN/A
Net Assets8.42B
HBLTX vs JNBCX Comparison Chart in %
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HBLTX vs. JNBCX commentary
Sep 08, 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: 12B vs. JNBCX (8.42B). JNBCX pays higher dividends than HBLTX: JNBCX (5.11) vs HBLTX (3.46). 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 : 8.77 vs. HBLTX (3.74). JNBCX return over 5 years is better than : 20.95 vs. HBLTX (17.68).
| 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 | 8.322 | 9.395 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 8.42B | 142% |
| Annual Yield % from dividends | 3.46 | 5.11 | 68% |
| Returns for 1 year | 3.74 | 8.77 | 43% |
| Returns for 3 years | 19.47 | 27.24 | 71% |
| Returns for 5 years | 17.68 | 20.95 | 84% |
| Returns for 10 years | 50.50 | 51.03 | 99% |
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