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HBLYX vs JNBCX
HBLYX vs JNBCX Comparison
Open Charts HBLYX vs JNBCX
Hartford Balanced Income Y
Price$15.10
Change-$0.17 (-1.11%)
VolumeN/A
Net Assets11.64B
JPMorgan Income Builder C
Price$10.61
Change+$0.25 (+2.41%)
VolumeN/A
Net Assets8.66B
HBLYX vs JNBCX Comparison Chart in %
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HBLYX 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 HBLYX is a StrongBuy and JNBCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.6B vs. JNBCX (8.66B). JNBCX pays higher dividends than HBLYX: JNBCX (5.07) vs HBLYX (3.36). HBLYX was incepted earlier than JNBCX: HBLYX (20 years) vs JNBCX (19 years). JNBCX (1.57) is less costly to investors than HBLYX (0.67). JNBCX is a more actively managed with annual turnover of: 113.00 vs. HBLYX (90.00). JNBCX has a lower initial minimum investment than HBLYX: JNBCX (1000) vs HBLYX (250000). JNBCX annual gain was more profitable for investors over the last year : 12.65 vs. HBLYX (6.41). JNBCX return over 5 years is better than : 16.73 vs. HBLYX (12.44).
| HBLYX | JNBCX | HBLYX / JNBCX | |
| Total Expense Ratio | 0.67 | 1.25 | 54% |
| Annual Report Gross Expense Ratio | 0.67 | 1.57 | 43% |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | 2.096 | 2.031 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 8.66B | 134% |
| Annual Yield % from dividends | 3.36 | 5.07 | 66% |
| Returns for 1 year | 6.41 | 12.65 | 51% |
| Returns for 3 years | 16.50 | 27.22 | 61% |
| Returns for 5 years | 12.44 | 16.73 | 74% |
| Returns for 10 years | 55.68 | 65.55 | 85% |
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