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ANWPX vs JDWAX
ANWPX vs JDWAX Comparison
Open Charts ANWPX vs JDWAX
American Funds New Perspective A
Price$70.90
Change+$0.21 (+0.30%)
VolumeN/A
Net Assets156.96B
Janus Henderson Global Research A
Price$127.04
Change+$0.51 (+0.40%)
VolumeN/A
Net Assets4.32B
ANWPX vs JDWAX Comparison Chart in %
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ANWPX vs. JDWAX commentary
Aug 09, 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 Buy and JDWAX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 157B vs. JDWAX (4.32B). ANWPX (0.50) and JDWAX (0.48) 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). JDWAX is a more actively managed with annual turnover of: 28.00 vs. ANWPX (24.00). ANWPX (6%) and JDWAX (6%) have equivalent initial investment costs. ANWPX has a lower initial minimum investment than JDWAX: ANWPX (250) vs JDWAX (2500). JDWAX (17.47) and ANWPX (17.02) have marching annual gain over last year. JDWAX return over 5 years is better than : 47.70 vs. ANWPX (38.35).
| 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 | 14.152 | 14.812 | 96% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157B | 4.32B | 3,633% |
| Annual Yield % from dividends | 0.50 | 0.48 | 104% |
| Returns for 1 year | 17.02 | 17.47 | 97% |
| Returns for 3 years | 38.15 | 48.43 | 79% |
| Returns for 5 years | 38.35 | 47.70 | 80% |
| Returns for 10 years | 85.69 | 97.51 | 88% |
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