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HBLVX vs JNBZX
HBLVX vs JNBZX Comparison
Open Charts HBLVX vs JNBZX
Hartford Balanced Income R6
Price$15.18
Change-$0.08 (-0.52%)
VolumeN/A
Net Assets11.76B
JPMorgan Income Builder R6
Price$10.37
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets8.36B
HBLVX vs JNBZX Comparison Chart in %
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HBLVX 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 HBLVX is a StrongBuy and JNBZX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.8B vs. JNBZX (8.37B). 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 : 7.64 vs. HBLVX (2.35). JNBZX return over 5 years is better than : 28.13 vs. HBLVX (20.31).
| 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 | 8.420 | 10.606 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 8.37B | 141% |
| Annual Yield % from dividends | 3.53 | 5.80 | 61% |
| Returns for 1 year | 2.35 | 7.64 | 31% |
| Returns for 3 years | 26.53 | 38.20 | 69% |
| Returns for 5 years | 20.31 | 28.13 | 72% |
| Returns for 10 years | 54.95 | N/A | - |
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