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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 07, 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 (9.27) and JDWAX (8.89) have marching annual gain over last year. JDWAX return over 5 years is better than : 23.56 vs. ANWPX (16.11).
| 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 | 7.449 | 9.568 | 78% |
| 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 | 369% |
| Returns for 1 year | 9.27 | 8.89 | 104% |
| Returns for 3 years | 42.71 | 49.86 | 86% |
| Returns for 5 years | 16.11 | 23.56 | 68% |
| Returns for 10 years | 118.63 | 130.20 | 91% |
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