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GIPTX vs JNBZX
GIPTX vs JNBZX Comparison
Open Charts GIPTX vs JNBZX
Goldman Sachs Balanced Strategy I
Price$12.99
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets582.15M
JPMorgan Income Builder R6
Price$10.49
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets8.47B
GIPTX vs JNBZX Comparison Chart in %
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GIPTX vs. JNBZX commentary
Oct 22, 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: 8.47B vs. GIPTX (582M). JNBZX pays higher dividends than GIPTX: JNBZX (5.70) vs GIPTX (4.10). 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 (9.64) and GIPTX (9.63) have marching annual gain over last year. GIPTX (26.62) and JNBZX (26.50) have equivalent 5 years return.
| 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 | 10.782 | 11.886 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 582M | 8.47B | 7% |
| Annual Yield % from dividends | 4.10 | 5.70 | 72% |
| Returns for 1 year | 9.63 | 9.64 | 100% |
| Returns for 3 years | 38.21 | 39.41 | 97% |
| Returns for 5 years | 26.62 | 26.50 | 100% |
| Returns for 10 years | 57.01 | N/A | - |
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