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ANWPX vs JDWAX
ANWPX vs JDWAX Comparison
Open Charts ANWPX vs JDWAX
American Funds New Perspective A
Price$61.62
Change+$0.51 (+0.83%)
VolumeN/A
Net Assets138.68B
Janus Henderson Global Research A
Price$109.51
Change+$0.59 (+0.54%)
VolumeN/A
Net Assets3.77B
ANWPX vs JDWAX Comparison Chart
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ANWPX vs. JDWAX commentary
Apr 28, 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: 139B vs. JDWAX (3.77B). 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 : 5.71 vs. JDWAX (3.38). JDWAX return over 5 years is better than : 51.93 vs. ANWPX (49.15).
| 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 | -0.789 | -1.030 | 77% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 3.77B | 3,686% |
| Annual Yield % from dividends | 0.58 | 0.55 | 104% |
| Returns for 1 year | 5.71 | 3.38 | 169% |
| Returns for 3 years | 16.91 | 27.56 | 61% |
| Returns for 5 years | 49.15 | 51.93 | 95% |
| Returns for 10 years | 59.18 | 65.60 | 90% |