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CAAYX vs JNBZX
CAAYX vs JNBZX Comparison
Open Charts CAAYX vs JNBZX
Invesco Select Risk: Mod Cnsv Inv Y
Price$11.65
Change+$0.30 (+2.64%)
VolumeN/A
Net Assets273.53M
JPMorgan Income Builder R6
Price$10.67
Change+$0.26 (+2.50%)
VolumeN/A
Net Assets8.66B
CAAYX vs JNBZX Comparison Chart in %
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CAAYX vs. JNBZX commentary
Feb 04, 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 CAAYX is a Hold and JNBZX is a Hold.
FUNDAMENTALS
Fundamentals
JNBZX has more cash in the bank: 8.66B vs. CAAYX (274M). JNBZX pays higher dividends than CAAYX: JNBZX (5.75) vs CAAYX (3.10). 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: 113.00 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 : 13.44 vs. CAAYX (11.75). JNBZX return over 5 years is better than : 20.78 vs. CAAYX (10.98).
| 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 | 1.747 | 2.179 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 15000000 | 0% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 274M | 8.66B | 3% |
| Annual Yield % from dividends | 3.10 | 5.75 | 54% |
| Returns for 1 year | 11.75 | 13.44 | 87% |
| Returns for 3 years | 26.06 | 29.95 | 87% |
| Returns for 5 years | 10.98 | 20.78 | 53% |
| Returns for 10 years | 44.05 | N/A | - |
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