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.
Performance
GSBFX vs. JNBSX - Performance Comparison
Returns By Period
In the year-to-date period, GSBFX achieves a 10.90% return, which is significantly higher than JNBSX's 8.77% return. Over the past 10 years, GSBFX has outperformed JNBSX with an annualized return of 5.15%, while JNBSX has yielded a comparatively lower 4.09% annualized return.
GSBFX
10.90%
0.63%
7.35%
16.90%
5.72%
5.15%
JNBSX
8.77%
-0.55%
6.10%
14.88%
3.27%
4.09%
Key characteristics
| GSBFX | JNBSX | |
|---|---|---|
| Sharpe Ratio | 3.05 | 2.36 |
| Sortino Ratio | 4.41 | 3.40 |
| Omega Ratio | 1.60 | 1.45 |
| Calmar Ratio | 2.16 | 1.12 |
| Martin Ratio | 19.97 | 13.65 |
| Ulcer Index | 0.86% | 1.10% |
| Daily Std Dev | 5.63% | 6.34% |
| Max Drawdown | -41.29% | -23.60% |
| Current Drawdown | -0.35% | -1.52% |
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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.
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.
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 3.97%, less than JNBSX's 5.51% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSBFX Goldman Sachs Income Builder Fund | 3.97% | 4.09% | 4.10% | 3.12% | 3.05% | 3.53% | 3.99% | 3.53% | 3.78% | 4.33% | 4.07% | 3.65% |
JNBSX JPMorgan Income Builder Fund | 5.51% | 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 -41.29%, 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
The current volatility for Goldman Sachs Income Builder Fund (GSBFX) is 1.41%, while JPMorgan Income Builder Fund (JNBSX) has a volatility of 1.61%. This indicates that GSBFX experiences smaller price fluctuations and is considered to be less risky than JNBSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.