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JGBZX vs UGSFX
JGBZX vs UGSFX Comparison
Open Charts JGBZX vs UGSFX
JPMorgan Government Bond R2
Price$9.66
Change+$0.03 (+0.31%)
VolumeN/A
Net Assets1.9B
American Funds US Government Sec F1
Price$12.09
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets23.35B
JGBZX vs UGSFX Comparison Chart in %
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JGBZX vs. UGSFX commentary
Sep 04, 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 JGBZX is a Hold and UGSFX is a Hold.
FUNDAMENTALS
Fundamentals
UGSFX has more cash in the bank: 23.4B vs. JGBZX (1.9B). UGSFX pays higher dividends than JGBZX: UGSFX (3.99) vs JGBZX (2.42). JGBZX was incepted earlier than UGSFX: JGBZX (17 years) vs UGSFX (24 years). JGBZX (1.16) is less costly to investors than UGSFX (0.73). UGSFX is a more actively managed with annual turnover of: 50.00 vs. JGBZX (10.00). JGBZX has a lower initial minimum investment than UGSFX: JGBZX (0) vs UGSFX (250). UGSFX annual gain was more profitable for investors over the last year : 3.09 vs. JGBZX (1.64). UGSFX return over 5 years is better than : -7.04 vs. JGBZX (-7.57).
| JGBZX | UGSFX | JGBZX / UGSFX | |
| Total Expense Ratio | 1.05 | 0.69 | 152% |
| Annual Report Gross Expense Ratio | 1.16 | 0.73 | 159% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 4.182 | 5.772 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 23.4B | 8% |
| Annual Yield % from dividends | 2.42 | 3.99 | 61% |
| Returns for 1 year | 1.64 | 3.09 | 53% |
| Returns for 3 years | 5.47 | 5.40 | 101% |
| Returns for 5 years | -7.57 | -7.04 | 108% |
| Returns for 10 years | 4.85 | 5.55 | 87% |
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