Ad is loading...
ANWPX vs JDWAX
ANWPX vs JDWAX Comparison
Open Charts ANWPX vs JDWAX
American Funds New Perspective A
Price$61.61
Change+$0.36 (+0.59%)
VolumeN/A
Net Assets137.47B
Janus Henderson Global Research A
Price$110.18
Change+$0.72 (+0.66%)
VolumeN/A
Net Assets3.99B
ANWPX vs JDWAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ANWPX vs. JDWAX commentary
Apr 03, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ANWPX is a Hold and JDWAX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 137B vs. JDWAX (3.99B). ANWPX (0.58) and JDWAX (0.55) have matching dividends . ANWPX was incepted earlier than JDWAX: ANWPX (52 years) vs JDWAX (16 years). JDWAX (0.97) is less costly to investors than ANWPX (0.73). ANWPX (24.00) and JDWAX (24.00) have comparable annual turnover. ANWPX (6%) and JDWAX (6%) have equivalent initial investment costs. ANWPX has a lower initial minimum investment than JDWAX: ANWPX (250) vs JDWAX (2500). ANWPX annual gain was more profitable for investors over the last year : 2.90 vs. JDWAX (1.84). JDWAX return over 5 years is better than : 73.59 vs. ANWPX (69.24).
| ANWPX | JDWAX | ANWPX / JDWAX | |
| Total Expense Ratio | 0.73 | 0.97 | 75% |
| Annual Report Gross Expense Ratio | 0.73 | 0.97 | 75% |
| Fund Existence | 52 years | 16 years | - |
| Gain YTD | -0.805 | -0.425 | 190% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 3.99B | 3,436% |
| Annual Yield % from dividends | 0.58 | 0.55 | 104% |
| Returns for 1 year | 2.90 | 1.84 | 158% |
| Returns for 3 years | 3.96 | 15.44 | 26% |
| Returns for 5 years | 69.24 | 73.59 | 94% |
| Returns for 10 years | 64.54 | 69.52 | 93% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers