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JNBZX vs MACQX
JNBZX vs MACQX Comparison
Open Charts JNBZX vs MACQX
JPMorgan Income Builder R6
Price$10.67
Change+$0.26 (+2.50%)
VolumeN/A
Net Assets8.66B
MFS Conservative Allocation R6
Price$17.20
Change-$0.40 (-2.27%)
VolumeN/A
Net Assets3.62B
JNBZX vs MACQX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JNBZX has more cash in the bank: 8.66B vs. MACQX (3.62B). JNBZX pays higher dividends than MACQX: JNBZX (5.75) vs MACQX (3.41). JNBZX was incepted earlier than MACQX: JNBZX (8 years) vs MACQX (4 years). JNBZX (0.57) is less costly to investors than MACQX (0.52). JNBZX is a more actively managed with annual turnover of: 113.00 vs. MACQX (5.00). MACQX has a lower initial minimum investment than JNBZX: MACQX (0) vs JNBZX (15000000). JNBZX annual gain was more profitable for investors over the last year : 13.44 vs. MACQX (6.12).
| JNBZX | MACQX | JNBZX / MACQX | |
| Total Expense Ratio | 0.52 | 0.52 | 100% |
| Annual Report Gross Expense Ratio | 0.57 | 0.52 | 110% |
| Fund Existence | 8 years | 4 years | - |
| Gain YTD | 2.179 | 1.296 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.66B | 3.62B | 239% |
| Annual Yield % from dividends | 5.75 | 3.41 | 169% |
| Returns for 1 year | 13.44 | 6.12 | 220% |
| Returns for 3 years | 29.95 | 17.12 | 175% |
| Returns for 5 years | 20.78 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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