GSBFX vs. JNBSX
Compare and contrast key facts about Goldman Sachs Income Builder Fund (GSBFX) and JPMorgan Income Builder Fund (JNBSX).
GSBFX is managed by Goldman Sachs. It was launched on Oct 11, 1994. JNBSX is managed by JPMorgan Chase. It was launched on May 30, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GSBFX or JNBSX.
Key characteristics
| GSBFX | JNBSX | |
|---|---|---|
| YTD Return | 9.27% | 8.07% |
| 1Y Return | 21.04% | 19.99% |
| 3Y Return (Ann) | 3.56% | -0.08% |
| 5Y Return (Ann) | 6.16% | 3.10% |
| 10Y Return (Ann) | 5.42% | 4.06% |
| Sharpe Ratio | 3.55 | 3.00 |
| Sortino Ratio | 5.42 | 4.47 |
| Omega Ratio | 1.74 | 1.61 |
| Calmar Ratio | 2.12 | 1.15 |
| Martin Ratio | 25.86 | 19.93 |
| Ulcer Index | 0.83% | 1.02% |
| Daily Std Dev | 6.03% | 6.76% |
| Max Drawdown | -37.68% | -23.60% |
| Current Drawdown | -1.57% | -2.15% |
Correlation
The correlation between GSBFX and JNBSX is 0.90, 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.
Performance
GSBFX vs. JNBSX - Performance Comparison
In the year-to-date period, GSBFX achieves a 9.27% return, which is significantly higher than JNBSX's 8.07% return. Over the past 10 years, GSBFX has outperformed JNBSX with an annualized return of 5.42%, while JNBSX has yielded a comparatively lower 4.06% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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GSBFX vs. JNBSX - Expense Ratio Comparison
GSBFX has a 0.79% expense ratio, which is higher than JNBSX's 0.60% expense ratio.
Risk-Adjusted Performance
GSBFX vs. JNBSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs Income Builder Fund (GSBFX) and JPMorgan Income Builder Fund (JNBSX). 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.
Dividends
GSBFX vs. JNBSX - Dividend Comparison
GSBFX's dividend yield for the trailing twelve months is around 3.65%, less than JNBSX's 5.08% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSBFX Goldman Sachs Income Builder Fund | 3.65% | 4.09% | 4.10% | 6.66% | 3.05% | 3.52% | 3.98% | 3.52% | 3.78% | 4.33% | 4.35% | 4.59% |
JNBSX JPMorgan Income Builder Fund | 5.08% | 5.08% | 4.60% | 4.09% | 3.50% | 4.03% | 4.56% | 3.90% | 4.40% | 4.20% | 4.90% | 4.47% |
Drawdowns
GSBFX vs. JNBSX - Drawdown Comparison
The maximum GSBFX drawdown since its inception was -37.68%, which is greater than JNBSX's maximum drawdown of -23.60%. Use the drawdown chart below to compare losses from any high point for GSBFX and JNBSX. For additional features, visit the drawdowns tool.
Volatility
GSBFX vs. JNBSX - Volatility Comparison
Goldman Sachs Income Builder Fund (GSBFX) and JPMorgan Income Builder Fund (JNBSX) have volatilities of 1.22% and 1.25%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.