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CAAYX vs JNBZX
CAAYX vs JNBZX Comparison
Open Charts CAAYX vs JNBZX
Invesco Select Risk: Mod Cnsv Inv Y
Price$11.52
Change+$0.04 (+0.35%)
VolumeN/A
Net Assets272.78M
JPMorgan Income Builder R6
Price$10.52
Change+$0.03 (+0.29%)
VolumeN/A
Net Assets8.53B
CAAYX vs JNBZX Comparison Chart in %
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CAAYX vs. JNBZX commentary
Dec 05, 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 CAAYX is a StrongBuy and JNBZX is a Buy.
FUNDAMENTALS
Fundamentals
JNBZX has more cash in the bank: 8.53B vs. CAAYX (273M). JNBZX pays higher dividends than CAAYX: JNBZX (5.62) vs CAAYX (3.04). CAAYX was incepted earlier than JNBZX: CAAYX (17 years) vs JNBZX (8 years). CAAYX (0.69) is less costly to investors than JNBZX (0.57). JNBZX is a more actively managed with annual turnover of: 107.00 vs. CAAYX (49.00). CAAYX has a lower initial minimum investment than JNBZX: CAAYX (1000) vs JNBZX (15000000). JNBZX annual gain was more profitable for investors over the last year : 9.92 vs. CAAYX (8.64). JNBZX return over 5 years is better than : 20.59 vs. CAAYX (6.10).
| CAAYX | JNBZX | CAAYX / JNBZX | |
| Total Expense Ratio | 0.69 | 0.52 | 133% |
| Annual Report Gross Expense Ratio | 0.69 | 0.57 | 121% |
| Fund Existence | 17 years | 8 years | - |
| Gain YTD | 11.253 | 12.644 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 15000000 | 0% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 273M | 8.53B | 3% |
| Annual Yield % from dividends | 3.04 | 5.62 | 54% |
| Returns for 1 year | 8.64 | 9.92 | 87% |
| Returns for 3 years | 23.84 | 29.91 | 80% |
| Returns for 5 years | 6.10 | 20.59 | 30% |
| Returns for 10 years | 35.52 | N/A | - |
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