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GIPTX vs JNBZX
GIPTX vs JNBZX Comparison
Open Charts GIPTX vs JNBZX
Goldman Sachs Balanced Strategy I
Price$12.76
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets609.07M
JPMorgan Income Builder R6
Price$10.60
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets8.56B
GIPTX vs JNBZX Comparison Chart in %
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GIPTX vs. JNBZX commentary
Dec 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JNBZX has more cash in the bank: 8.56B vs. GIPTX (609M). 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 annual gain was more profitable for investors over the last year : 12.76 vs. GIPTX (7.86). JNBZX return over 5 years is better than : 21.07 vs. GIPTX (18.58).
| 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 | 8.821 | 13.500 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 609M | 8.56B | 7% |
| Annual Yield % from dividends | 4.03 | 5.62 | 72% |
| Returns for 1 year | 7.86 | 12.76 | 62% |
| Returns for 3 years | 32.15 | 32.85 | 98% |
| Returns for 5 years | 18.58 | 21.07 | 88% |
| Returns for 10 years | 55.22 | N/A | - |
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