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. It was launched on May 30, 2007.
Performance
GSBFX vs. JNBSX - Performance Comparison
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GSBFX vs. JNBSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GSBFX Goldman Sachs Income Builder Fund | 0.58% | 10.42% | 9.32% | 9.64% | -9.53% | 10.50% | 9.53% | 19.38% | -4.92% | 7.94% |
JNBSX JPMorgan Income Builder Fund | -0.26% | 12.87% | 7.36% | 9.34% | -12.81% | 9.19% | 6.24% | 14.95% | -4.22% | 11.89% |
Returns By Period
In the year-to-date period, GSBFX achieves a 0.58% return, which is significantly higher than JNBSX's -0.26% return. Over the past 10 years, GSBFX has outperformed JNBSX with an annualized return of 6.81%, while JNBSX has yielded a comparatively lower 5.82% annualized return.
GSBFX
- 1D
- 1.15%
- 1M
- -2.77%
- YTD
- 0.58%
- 6M
- 2.08%
- 1Y
- 10.14%
- 3Y*
- 9.25%
- 5Y*
- 5.29%
- 10Y*
- 6.81%
JNBSX
- 1D
- 1.47%
- 1M
- -3.80%
- YTD
- -0.26%
- 6M
- 1.83%
- 1Y
- 11.15%
- 3Y*
- 8.68%
- 5Y*
- 4.06%
- 10Y*
- 5.82%
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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.
Return for Risk
GSBFX vs. JNBSX — Risk / Return Rank
GSBFX
JNBSX
GSBFX vs. JNBSX - 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 (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.
| GSBFX | JNBSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.39 | 1.47 | -0.08 |
Sortino ratioReturn per unit of downside risk | 1.90 | 1.99 | -0.09 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.31 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.55 | 1.88 | -0.33 |
Martin ratioReturn relative to average drawdown | 7.17 | 8.31 | -1.15 |
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 | JNBSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.39 | 1.47 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.53 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | 0.74 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.58 | +0.12 |
Correlation
The correlation between GSBFX and JNBSX 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. JNBSX - Dividend Comparison
GSBFX's dividend yield for the trailing twelve months is around 5.33%, which matches JNBSX's 5.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSBFX Goldman Sachs Income Builder Fund | 5.33% | 4.39% | 5.12% | 3.41% | 4.10% | 6.66% | 3.05% | 3.52% | 3.98% | 3.52% | 3.78% | 3.93% |
JNBSX JPMorgan Income Builder Fund | 5.30% | 5.16% | 5.90% | 5.07% | 4.61% | 8.53% | 3.47% | 4.17% | 4.56% | 3.89% | 4.40% | 4.20% |
Drawdowns
GSBFX vs. JNBSX - Drawdown Comparison
The maximum GSBFX drawdown since its inception was -37.04%, roughly equal to the maximum JNBSX drawdown of -37.33%. Use the drawdown chart below to compare losses from any high point for GSBFX and JNBSX.
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Drawdown Indicators
| GSBFX | JNBSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.04% | -37.33% | +0.29% |
Max Drawdown (1Y)Largest decline over 1 year | -6.41% | -6.19% | -0.22% |
Max Drawdown (5Y)Largest decline over 5 years | -15.94% | -19.22% | +3.28% |
Max Drawdown (10Y)Largest decline over 10 years | -23.42% | -23.60% | +0.18% |
Current DrawdownCurrent decline from peak | -3.16% | -4.34% | +1.18% |
Average DrawdownAverage peak-to-trough decline | -4.20% | -4.86% | +0.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.38% | 1.40% | -0.02% |
Volatility
GSBFX vs. JNBSX - Volatility Comparison
The current volatility for Goldman Sachs Income Builder Fund (GSBFX) is 2.71%, while JPMorgan Income Builder Fund (JNBSX) has a volatility of 3.56%. 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.
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Volatility by Period
| GSBFX | JNBSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.71% | 3.56% | -0.85% |
Volatility (6M)Calculated over the trailing 6-month period | 4.17% | 5.03% | -0.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.54% | 7.87% | -0.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.38% | 7.75% | -0.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.97% | 7.85% | +0.12% |