JNBAX Fund Comparisons

JNBAX is shown with FundQuant's current comparable-fund evidence. Current comparable funds include ITTAX, VWINX, INCM. FundQuant is educational research software and does not provide individualized investment advice.

Target Fund

Symbol
JNBAX
Name
JPMorgan Income Builder Fund
Type
Mutual Fund
Originator
JPMorgan
Asset class
mostly_fixed_income
Net expense ratio
0.75%
AUM
$8.7B

Comparable Funds

FundQuant reviewed 2,131 active searchable funds, 342 ETFs, 1,786 mutual funds and returned 3 comparable funds for JNBAX.

  1. ITTAX - Hartford Multi-Asset Income Fund (Mutual Fund; Hartford; mostly_fixed_income; Strong Fit; fit score 82)
  2. VWINX - VANGUARD WELLESLEY INCOME FUND (Mutual Fund; Vanguard; mostly_fixed_income; Possible Fit; fit score 68)
  3. INCM - Franklin Income Focus ETF (1940 Act ETF; Franklin Templeton; mostly_fixed_income; Possible Fit; fit score 65)

FundQuant is educational research software. It does not provide individualized investment, tax, legal, or financial advice.

https://fundquant.org/funds/JNBAX/comps