GSBFX vs. JNBAX
Compare and contrast key facts about Goldman Sachs Income Builder Fund (GSBFX) and JPMorgan Income Builder Fund Class A (JNBAX).
GSBFX is managed by Goldman Sachs. It was launched on Oct 11, 1994. JNBAX is a passively managed fund by JPMorgan that tracks the performance of the 60% MSCI World Index (net total return) / 40% Bloomberg U.S. Aggregate Index. It was launched on May 31, 2007.
Performance
GSBFX vs. JNBAX - Performance Comparison
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GSBFX vs. JNBAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GSBFX Goldman Sachs Income Builder Fund | -0.56% | 10.42% | 9.32% | 9.64% | -9.53% | 10.50% | 9.53% | 19.38% | -4.92% | 7.94% |
JNBAX JPMorgan Income Builder Fund Class A | -1.82% | 12.74% | 7.22% | 9.20% | -12.97% | 8.82% | 6.09% | 14.81% | -4.46% | 11.85% |
Returns By Period
In the year-to-date period, GSBFX achieves a -0.56% return, which is significantly higher than JNBAX's -1.82% return. Over the past 10 years, GSBFX has outperformed JNBAX with an annualized return of 6.69%, while JNBAX has yielded a comparatively lower 5.48% annualized return.
GSBFX
- 1D
- 0.20%
- 1M
- -4.25%
- YTD
- -0.56%
- 6M
- 1.15%
- 1Y
- 9.11%
- 3Y*
- 8.84%
- 5Y*
- 5.15%
- 10Y*
- 6.69%
JNBAX
- 1D
- -0.10%
- 1M
- -5.74%
- YTD
- -1.82%
- 6M
- 0.49%
- 1Y
- 9.64%
- 3Y*
- 7.95%
- 5Y*
- 3.70%
- 10Y*
- 5.48%
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GSBFX vs. JNBAX - Expense Ratio Comparison
GSBFX has a 0.79% expense ratio, which is higher than JNBAX's 0.75% expense ratio.
Return for Risk
GSBFX vs. JNBAX — Risk / Return Rank
GSBFX
JNBAX
GSBFX vs. JNBAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs Income Builder Fund (GSBFX) and JPMorgan Income Builder Fund Class A (JNBAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| GSBFX | JNBAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.28 | 1.26 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.74 | 1.71 | +0.03 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.27 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 1.48 | -0.17 |
Martin ratioReturn relative to average drawdown | 6.14 | 6.76 | -0.62 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| GSBFX | JNBAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.28 | 1.26 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.48 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.70 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.55 | +0.14 |
Correlation
The correlation between GSBFX and JNBAX is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
GSBFX vs. JNBAX - Dividend Comparison
GSBFX's dividend yield for the trailing twelve months is around 5.39%, more than JNBAX's 5.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSBFX Goldman Sachs Income Builder Fund | 5.39% | 4.39% | 5.12% | 3.41% | 4.10% | 6.66% | 3.05% | 3.52% | 3.98% | 3.52% | 3.78% | 3.93% |
JNBAX JPMorgan Income Builder Fund Class A | 5.26% | 5.04% | 5.77% | 4.94% | 4.46% | 8.18% | 3.34% | 4.03% | 4.41% | 3.74% | 4.27% | 4.06% |
Drawdowns
GSBFX vs. JNBAX - Drawdown Comparison
The maximum GSBFX drawdown since its inception was -37.04%, roughly equal to the maximum JNBAX drawdown of -37.41%. Use the drawdown chart below to compare losses from any high point for GSBFX and JNBAX.
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Drawdown Indicators
| GSBFX | JNBAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.04% | -37.41% | +0.37% |
Max Drawdown (1Y)Largest decline over 1 year | -6.41% | -6.20% | -0.21% |
Max Drawdown (5Y)Largest decline over 5 years | -15.94% | -19.26% | +3.32% |
Max Drawdown (10Y)Largest decline over 10 years | -23.42% | -23.56% | +0.14% |
Current DrawdownCurrent decline from peak | -4.25% | -5.74% | +1.49% |
Average DrawdownAverage peak-to-trough decline | -4.20% | -4.92% | +0.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.37% | 1.36% | +0.01% |
Volatility
GSBFX vs. JNBAX - Volatility Comparison
The current volatility for Goldman Sachs Income Builder Fund (GSBFX) is 2.36%, while JPMorgan Income Builder Fund Class A (JNBAX) has a volatility of 3.18%. This indicates that GSBFX experiences smaller price fluctuations and is considered to be less risky than JNBAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GSBFX | JNBAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.36% | 3.18% | -0.82% |
Volatility (6M)Calculated over the trailing 6-month period | 4.02% | 4.89% | -0.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.47% | 7.76% | -0.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.36% | 7.72% | -0.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.96% | 7.83% | +0.13% |