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ANWPX vs JDWAX
ANWPX vs JDWAX Comparison
Open Charts ANWPX vs JDWAX
ANWPX vs JDWAX Comparison Chart in %
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ANWPX vs. JDWAX commentary
Jul 31, 2026
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 Hold and JDWAX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 170B vs. JDWAX (4.71B). ANWPX pays higher dividends than JDWAX: ANWPX (0.96) vs JDWAX (0.26). ANWPX was incepted earlier than JDWAX: ANWPX (53 years) vs JDWAX (17 years). JDWAX (1.13) is less costly to investors than ANWPX (0.71). JDWAX is a more actively managed with annual turnover of: 33.00 vs. ANWPX (23.00). 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 annual gain was more profitable for investors over the last year : 5.98 vs. ANWPX (5.38). JDWAX return over 5 years is better than : 22.11 vs. ANWPX (11.61).
| ANWPX | JDWAX | ANWPX / JDWAX | |
| Total Expense Ratio | 0.71 | 1.13 | 63% |
| Annual Report Gross Expense Ratio | 0.71 | 1.13 | 63% |
| Fund Existence | 53 years | 17 years | - |
| Gain YTD | 3.994 | 8.284 | 48% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170B | 4.71B | 3,610% |
| Annual Yield % from dividends | 0.96 | 0.26 | 369% |
| Returns for 1 year | 5.38 | 5.98 | 90% |
| Returns for 3 years | 32.08 | 41.14 | 78% |
| Returns for 5 years | 11.61 | 22.11 | 53% |
| Returns for 10 years | 103.50 | 119.32 | 87% |
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