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ANWPX vs JDWAX
ANWPX vs JDWAX Comparison
Open Charts ANWPX vs JDWAX
American Funds New Perspective A
Price$64.97
Change-$0.80 (-1.22%)
VolumeN/A
Net Assets147.51B
Janus Henderson Global Research A
Price$115.39
Change-$1.97 (-1.68%)
VolumeN/A
Net Assets4.02B
ANWPX vs JDWAX Comparison Chart
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ANWPX vs. JDWAX commentary
Feb 23, 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 StrongBuy and JDWAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 148B vs. JDWAX (4.02B). ANWPX pays higher dividends than JDWAX: ANWPX (0.83) vs JDWAX (0.55). ANWPX was incepted earlier than JDWAX: ANWPX (52 years) vs JDWAX (16 years). JDWAX is a more actively managed with annual turnover of: 24.00 vs. ANWPX (17.00). ANWPX has a lower initial minimum investment than JDWAX: ANWPX (250) vs JDWAX (2500). JDWAX annual gain was more profitable for investors over the last year : 11.03 vs. ANWPX (10.46). ANWPX (34.30) and JDWAX (33.66) have equivalent 5 years return.
| ANWPX | JDWAX | ANWPX / JDWAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 52 years | 16 years | - |
| Gain YTD | 4.605 | 4.284 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 4.02B | 3,684% |
| Annual Yield % from dividends | 0.83 | 0.55 | 150% |
| Returns for 1 year | 10.46 | 11.03 | 95% |
| Returns for 3 years | 14.59 | 24.27 | 60% |
| Returns for 5 years | 34.30 | 33.66 | 102% |
| Returns for 10 years | 73.51 | 77.87 | 94% |
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