Interact to see
Advertisement
Advertisement
GIPUX vs JNBZX
GIPUX vs JNBZX Comparison
Open Charts GIPUX vs JNBZX
Goldman Sachs Balanced Strategy R6
Price$12.99
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets582.5M
JPMorgan Income Builder R6
Price$10.44
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets8.43B
GIPUX vs JNBZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
GIPUX vs. JNBZX commentary
Oct 09, 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 Buy.
FUNDAMENTALS
Fundamentals
JNBZX has more cash in the bank: 8.43B vs. GIPUX (582M). JNBZX pays higher dividends than GIPUX: JNBZX (5.70) vs GIPUX (4.20). 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 (9.33) and GIPUX (9.32) have marching annual gain over last year. GIPUX (25.74) and JNBZX (25.42) have equivalent 5 years return.
| 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 | 9.886 | 11.353 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 15000000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 582M | 8.43B | 7% |
| Annual Yield % from dividends | 4.20 | 5.70 | 74% |
| Returns for 1 year | 9.32 | 9.33 | 100% |
| Returns for 3 years | 37.57 | 38.75 | 97% |
| Returns for 5 years | 25.74 | 25.42 | 101% |
| Returns for 10 years | 59.26 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TVRFX | 79.27 | 1.11 | +1.42% |
| Thornburg Small/Mid Cap Core R3 | |||
| RWMCX | 66.61 | 0.13 | +0.20% |
| American Funds Washington Mutual R3 | |||
| ASMOX | 23.22 | N/A | N/A |
| AQR Small Cap Momentum Style I | |||
| CADRX | 25.00 | N/A | N/A |
| Columbia Large Cap Growth Opp Inst2 | |||
| TRWIX | 25.44 | N/A | N/A |
| Transamerica International Equity I2 | |||