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ANWPX vs JDWRX
ANWPX vs JDWRX Comparison
Open Charts ANWPX vs JDWRX
American Funds New Perspective A
Price$70.51
Change+$0.55 (+0.79%)
VolumeN/A
Net Assets155.4B
Janus Henderson Global Research R
Price$124.41
Change+$0.77 (+0.62%)
VolumeN/A
Net Assets4.24B
ANWPX vs JDWRX Comparison Chart in %
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ANWPX vs. JDWRX commentary
Aug 07, 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 Hold and JDWRX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 155B vs. JDWRX (4.24B). ANWPX pays higher dividends than JDWRX: ANWPX (0.50) vs JDWRX (0.00). ANWPX was incepted earlier than JDWRX: ANWPX (52 years) vs JDWRX (12 years). JDWRX (1.40) is less costly to investors than ANWPX (0.73). JDWRX is a more actively managed with annual turnover of: 28.00 vs. ANWPX (24.00). ANWPX has a lower initial minimum investment than JDWRX: ANWPX (250) vs JDWRX (2500). ANWPX (18.69) and JDWRX (18.02) have marching annual gain over last year. JDWRX return over 5 years is better than : 43.17 vs. ANWPX (37.59).
| ANWPX | JDWRX | ANWPX / JDWRX | |
| Total Expense Ratio | 0.73 | 1.40 | 52% |
| Annual Report Gross Expense Ratio | 0.73 | 1.40 | 52% |
| Fund Existence | 52 years | 12 years | - |
| Gain YTD | 13.524 | 13.473 | 100% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 4.24B | 3,653% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 18.69 | 18.02 | 104% |
| Returns for 3 years | 36.50 | 44.06 | 83% |
| Returns for 5 years | 37.59 | 43.17 | 87% |
| Returns for 10 years | 84.63 | 88.80 | 95% |
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