JNBAX vs. GSBFX
Compare and contrast key facts about JPMorgan Income Builder Fund Class A (JNBAX) and Goldman Sachs Income Builder Fund (GSBFX).
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. GSBFX is managed by Goldman Sachs. It was launched on Oct 11, 1994.
Performance
JNBAX vs. GSBFX - Performance Comparison
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JNBAX vs. GSBFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Returns By Period
In the year-to-date period, JNBAX achieves a -1.82% return, which is significantly lower than GSBFX's -0.56% return. Over the past 10 years, JNBAX has underperformed GSBFX with an annualized return of 5.48%, while GSBFX has yielded a comparatively higher 6.69% annualized return.
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%
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%
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JNBAX vs. GSBFX - Expense Ratio Comparison
JNBAX has a 0.75% expense ratio, which is lower than GSBFX's 0.79% expense ratio.
Return for Risk
JNBAX vs. GSBFX — Risk / Return Rank
JNBAX
GSBFX
JNBAX vs. GSBFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Income Builder Fund Class A (JNBAX) and Goldman Sachs Income Builder Fund (GSBFX). 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.
| JNBAX | GSBFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 1.28 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.71 | 1.74 | -0.03 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.27 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 1.32 | +0.17 |
Martin ratioReturn relative to average drawdown | 6.76 | 6.14 | +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
| JNBAX | GSBFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 1.28 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.70 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.84 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.69 | -0.14 |
Correlation
The correlation between JNBAX and GSBFX 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
JNBAX vs. GSBFX - Dividend Comparison
JNBAX's dividend yield for the trailing twelve months is around 5.26%, less than GSBFX's 5.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
JNBAX vs. GSBFX - Drawdown Comparison
The maximum JNBAX drawdown since its inception was -37.41%, roughly equal to the maximum GSBFX drawdown of -37.04%. Use the drawdown chart below to compare losses from any high point for JNBAX and GSBFX.
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Drawdown Indicators
| JNBAX | GSBFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.41% | -37.04% | -0.37% |
Max Drawdown (1Y)Largest decline over 1 year | -6.20% | -6.41% | +0.21% |
Max Drawdown (5Y)Largest decline over 5 years | -19.26% | -15.94% | -3.32% |
Max Drawdown (10Y)Largest decline over 10 years | -23.56% | -23.42% | -0.14% |
Current DrawdownCurrent decline from peak | -5.74% | -4.25% | -1.49% |
Average DrawdownAverage peak-to-trough decline | -4.92% | -4.20% | -0.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.36% | 1.37% | -0.01% |
Volatility
JNBAX vs. GSBFX - Volatility Comparison
JPMorgan Income Builder Fund Class A (JNBAX) has a higher volatility of 3.18% compared to Goldman Sachs Income Builder Fund (GSBFX) at 2.36%. This indicates that JNBAX's price experiences larger fluctuations and is considered to be riskier than GSBFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JNBAX | GSBFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.18% | 2.36% | +0.82% |
Volatility (6M)Calculated over the trailing 6-month period | 4.89% | 4.02% | +0.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.76% | 7.47% | +0.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.72% | 7.36% | +0.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.83% | 7.96% | -0.13% |