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CAAYX vs JNBZX
CAAYX vs JNBZX Comparison
Open Charts CAAYX vs JNBZX
Invesco Select Risk: Mod Cnsv Inv Y
Price$11.37
Change-$0.11 (-0.96%)
VolumeN/A
Net Assets269.69M
JPMorgan Income Builder R6
Price$10.46
Change-$0.07 (-0.66%)
VolumeN/A
Net Assets8.47B
CAAYX vs JNBZX Comparison Chart in %
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CAAYX vs. JNBZX commentary
Nov 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JNBZX has more cash in the bank: 8.47B vs. CAAYX (270M). JNBZX pays higher dividends than CAAYX: JNBZX (5.64) vs CAAYX (3.07). 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 : 10.79 vs. CAAYX (8.82). JNBZX return over 5 years is better than : 22.68 vs. CAAYX (7.89).
| 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 | 9.805 | 12.001 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 15000000 | 0% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 270M | 8.47B | 3% |
| Annual Yield % from dividends | 3.07 | 5.64 | 54% |
| Returns for 1 year | 8.82 | 10.79 | 82% |
| Returns for 3 years | 26.25 | 32.87 | 80% |
| Returns for 5 years | 7.89 | 22.68 | 35% |
| Returns for 10 years | 34.49 | N/A | - |
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