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GIPTX vs JNBZX
GIPTX vs JNBZX Comparison
Open Charts GIPTX vs JNBZX
Goldman Sachs Balanced Strategy I
Price$13.06
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets581.97M
JPMorgan Income Builder R6
Price$10.52
Change+$0.03 (+0.29%)
VolumeN/A
Net Assets8.53B
GIPTX vs JNBZX Comparison Chart in %
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GIPTX vs. JNBZX commentary
Dec 04, 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 GIPTX is a Hold and JNBZX is a Buy.
FUNDAMENTALS
Fundamentals
JNBZX has more cash in the bank: 8.53B vs. GIPTX (582M). JNBZX pays higher dividends than GIPTX: JNBZX (5.62) vs GIPTX (4.03). 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: 107.00 vs. GIPTX (29.00). GIPTX has a lower initial minimum investment than JNBZX: GIPTX (0) vs JNBZX (15000000). JNBZX (9.29) and GIPTX (8.90) have marching annual gain over last year. GIPTX return over 5 years is better than : 21.94 vs. JNBZX (20.56).
| 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 | 11.379 | 12.108 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 582M | 8.53B | 7% |
| Annual Yield % from dividends | 4.03 | 5.62 | 72% |
| Returns for 1 year | 8.90 | 9.29 | 96% |
| Returns for 3 years | 30.03 | 29.29 | 103% |
| Returns for 5 years | 21.94 | 20.56 | 107% |
| Returns for 10 years | 58.14 | N/A | - |
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