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ANWPX vs JDWAX
ANWPX vs JDWAX Comparison
Open Charts ANWPX vs JDWAX
American Funds New Perspective A
Price$65.85
Change-$2.09 (-3.08%)
VolumeN/A
CapitalizationN/A
Janus Henderson Global Research A
Price$110.20
Change-$3.23 (-2.85%)
VolumeN/A
CapitalizationN/A
ANWPX vs JDWAX Comparison Chart
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ANWPX vs. JDWAX commentary
Dec 19, 2024
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: 149B vs. JDWAX (3.95B). ANWPX pays higher dividends than JDWAX: ANWPX (0.83) vs JDWAX (0.55). ANWPX was incepted earlier than JDWAX: ANWPX (52 years) vs JDWAX (15 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). ANWPX annual gain was more profitable for investors over the last year : 23.15 vs. JDWAX (19.15). ANWPX return over 5 years is better than : 41.49 vs. JDWAX (36.59).
| ANWPX | JDWAX | ANWPX / JDWAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 52 years | 15 years | - |
| Gain YTD | 21.538 | 17.921 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 3.95B | 3,768% |
| Annual Yield % from dividends | 0.83 | 0.55 | 150% |
| Returns for 1 year | 23.15 | 19.15 | 121% |
| Returns for 3 years | 7.41 | 3.00 | 247% |
| Returns for 5 years | 41.49 | 36.59 | 113% |
| Returns for 10 years | 77.49 | 84.06 | 92% |
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