Interact to see
Advertisement
Advertisement
ANWPX vs JDWAX
ANWPX vs JDWAX Comparison
Open Charts ANWPX vs JDWAX
ANWPX vs JDWAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ANWPX vs. JDWAX commentary
Jun 15, 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: 172B vs. JDWAX (4.68B). 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). ANWPX (9.57) and JDWAX (9.43) have marching annual gain over last year. JDWAX return over 5 years is better than : 22.65 vs. ANWPX (15.00).
| 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 | 4.900 | 6.578 | 74% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 172B | 4.68B | 3,673% |
| Annual Yield % from dividends | 0.96 | 0.26 | 365% |
| Returns for 1 year | 9.57 | 9.43 | 101% |
| Returns for 3 years | 38.63 | 45.33 | 85% |
| Returns for 5 years | 15.00 | 22.65 | 66% |
| Returns for 10 years | 118.08 | 127.50 | 93% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement