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HBLVX vs JNBZX
HBLVX vs JNBZX Comparison
Open Charts HBLVX vs JNBZX
Hartford Balanced Income R6
Price$15.28
Change+$0.07 (+0.46%)
VolumeN/A
Net Assets11.94B
JPMorgan Income Builder R6
Price$10.32
Change+$0.04 (+0.39%)
VolumeN/A
Net Assets8.4B
HBLVX vs JNBZX Comparison Chart in %
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HBLVX vs. JNBZX 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 HBLVX is a StrongBuy and JNBZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.9B vs. JNBZX (8.4B). JNBZX pays higher dividends than HBLVX: JNBZX (5.80) vs HBLVX (3.53). HBLVX was incepted earlier than JNBZX: HBLVX (11 years) vs JNBZX (8 years). JNBZX (0.57) and HBLVX (0.56) have similar cost to investors . JNBZX is a more actively managed with annual turnover of: 107.00 vs. HBLVX (61.00). HBLVX has a lower initial minimum investment than JNBZX: HBLVX (0) vs JNBZX (15000000). JNBZX annual gain was more profitable for investors over the last year : 9.21 vs. HBLVX (3.68). JNBZX return over 5 years is better than : 24.73 vs. HBLVX (18.12).
| HBLVX | JNBZX | HBLVX / JNBZX | |
| Total Expense Ratio | 0.56 | 0.52 | 108% |
| Annual Report Gross Expense Ratio | 0.56 | 0.57 | 98% |
| Fund Existence | 11 years | 8 years | - |
| Gain YTD | 8.172 | 9.560 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 8.4B | 142% |
| Annual Yield % from dividends | 3.53 | 5.80 | 61% |
| Returns for 1 year | 3.68 | 9.21 | 40% |
| Returns for 3 years | 19.69 | 29.58 | 67% |
| Returns for 5 years | 18.12 | 24.73 | 73% |
| Returns for 10 years | 51.82 | N/A | - |
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