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GIPTX vs JNBZX
GIPTX vs JNBZX Comparison
Open Charts GIPTX vs JNBZX
Goldman Sachs Balanced Strategy I
Price$12.85
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets575.27M
JPMorgan Income Builder R6
Price$10.37
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets8.39B
GIPTX vs JNBZX Comparison Chart in %
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GIPTX vs. JNBZX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
JNBZX has more cash in the bank: 8.39B vs. GIPTX (575M). JNBZX pays higher dividends than GIPTX: JNBZX (5.64) vs GIPTX (4.04). 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 : 9.95 vs. GIPTX (9.07). GIPTX (22.02) and JNBZX (20.95) 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 | 9.503 | 11.037 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 575M | 8.39B | 7% |
| Annual Yield % from dividends | 4.04 | 5.64 | 72% |
| Returns for 1 year | 9.07 | 9.95 | 91% |
| Returns for 3 years | 30.76 | 31.16 | 99% |
| Returns for 5 years | 22.02 | 20.95 | 105% |
| Returns for 10 years | 55.19 | N/A | - |
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