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GIPUX vs JNBZX
GIPUX vs JNBZX Comparison
Open Charts GIPUX vs JNBZX
Goldman Sachs Balanced Strategy R6
Price$12.93
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
GIPUX vs JNBZX Comparison Chart in %
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GIPUX 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 GIPUX is a Hold and JNBZX is a Hold.
FUNDAMENTALS
Fundamentals
JNBZX has more cash in the bank: 8.39B vs. GIPUX (575M). JNBZX pays higher dividends than GIPUX: JNBZX (5.64) vs GIPUX (4.14). GIPUX was incepted earlier than JNBZX: GIPUX (10 years) vs JNBZX (8 years). GIPUX (0.68) is less costly to investors than JNBZX (0.57). JNBZX is a more actively managed with annual turnover of: 107.00 vs. GIPUX (29.00). GIPUX has a lower initial minimum investment than JNBZX: GIPUX (5000000) vs JNBZX (15000000). JNBZX annual gain was more profitable for investors over the last year : 9.95 vs. GIPUX (9.24). GIPUX return over 5 years is better than : 22.83 vs. JNBZX (20.95).
| GIPUX | JNBZX | GIPUX / JNBZX | |
| Total Expense Ratio | 0.61 | 0.52 | 117% |
| Annual Report Gross Expense Ratio | 0.68 | 0.57 | 119% |
| Fund Existence | 10 years | 8 years | - |
| Gain YTD | 9.631 | 11.037 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 15000000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 575M | 8.39B | 7% |
| Annual Yield % from dividends | 4.14 | 5.64 | 73% |
| Returns for 1 year | 9.24 | 9.95 | 93% |
| Returns for 3 years | 31.27 | 31.16 | 100% |
| Returns for 5 years | 22.83 | 20.95 | 109% |
| Returns for 10 years | 57.31 | N/A | - |
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