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GIPTX vs JNBZX
GIPTX vs JNBZX Comparison
Open Charts GIPTX vs JNBZX
Goldman Sachs Balanced Strategy I
Price$12.80
Change-$0.08 (-0.62%)
VolumeN/A
Net Assets629M
JPMorgan Income Builder R6
Price$10.67
Change+$0.26 (+2.50%)
VolumeN/A
Net Assets8.66B
GIPTX vs JNBZX Comparison Chart in %
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GIPTX vs. JNBZX 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 GIPTX is a Hold and JNBZX is a Hold.
FUNDAMENTALS
Fundamentals
JNBZX has more cash in the bank: 8.66B vs. GIPTX (629M). JNBZX pays higher dividends than GIPTX: JNBZX (5.75) vs GIPTX (2.79). GIPTX was incepted earlier than JNBZX: GIPTX (18 years) vs JNBZX (8 years). GIPTX (0.80) is less costly to investors than JNBZX (0.57). JNBZX is a more actively managed with annual turnover of: 113.00 vs. GIPTX (29.00). GIPTX has a lower initial minimum investment than JNBZX: GIPTX (0) vs JNBZX (15000000). JNBZX annual gain was more profitable for investors over the last year : 13.44 vs. GIPTX (8.51). JNBZX return over 5 years is better than : 20.78 vs. GIPTX (17.78).
| GIPTX | JNBZX | GIPTX / JNBZX | |
| Total Expense Ratio | 0.73 | 0.52 | 140% |
| Annual Report Gross Expense Ratio | 0.80 | 0.57 | 140% |
| Fund Existence | 18 years | 8 years | - |
| Gain YTD | 1.587 | 2.179 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 629M | 8.66B | 7% |
| Annual Yield % from dividends | 2.79 | 5.75 | 48% |
| Returns for 1 year | 8.51 | 13.44 | 63% |
| Returns for 3 years | 28.02 | 29.95 | 94% |
| Returns for 5 years | 17.78 | 20.78 | 86% |
| Returns for 10 years | 66.12 | N/A | - |
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