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ANWPX vs JDWAX
ANWPX vs JDWAX Comparison
Open Charts ANWPX vs JDWAX
American Funds New Perspective A
Price$63.39
Change+$0.41 (+0.65%)
VolumeN/A
Net Assets143.88B
Janus Henderson Global Research A
Price$113.52
Change+$1.03 (+0.92%)
VolumeN/A
Net Assets3.83B
ANWPX vs JDWAX Comparison Chart
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ANWPX vs. JDWAX commentary
Jan 18, 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 Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 144B vs. JDWAX (3.83B). 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 : 17.95 vs. ANWPX (15.42). ANWPX (32.08) and JDWAX (31.37) 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 | 2.061 | 2.594 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 3.83B | 3,759% |
| Annual Yield % from dividends | 0.83 | 0.55 | 150% |
| Returns for 1 year | 15.42 | 17.95 | 86% |
| Returns for 3 years | 2.45 | 15.59 | 16% |
| Returns for 5 years | 32.08 | 31.37 | 102% |
| Returns for 10 years | 78.32 | 86.97 | 90% |
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