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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
Sep 11, 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 StrongBuy and JDWAX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 169B vs. JDWAX (4.77B). ANWPX pays higher dividends than JDWAX: ANWPX (0.96) vs JDWAX (0.26). ANWPX was incepted earlier than JDWAX: ANWPX (54 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 : 6.98 vs. ANWPX (5.82). JDWAX return over 5 years is better than : 22.87 vs. ANWPX (11.71).
| ANWPX | JDWAX | ANWPX / JDWAX | |
| Total Expense Ratio | 0.71 | 1.13 | 63% |
| Annual Report Gross Expense Ratio | 0.71 | 1.13 | 63% |
| Fund Existence | 54 years | 17 years | - |
| Gain YTD | 7.251 | 11.144 | 65% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 169B | 4.77B | 3,541% |
| Annual Yield % from dividends | 0.96 | 0.26 | 375% |
| Returns for 1 year | 5.82 | 6.98 | 83% |
| Returns for 3 years | 41.46 | 48.90 | 85% |
| Returns for 5 years | 11.71 | 22.87 | 51% |
| Returns for 10 years | 111.59 | 126.57 | 88% |
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