Ad is loading...
ANWPX vs JDWRX
ANWPX vs JDWRX Comparison
Open Charts ANWPX vs JDWRX
American Funds New Perspective A
Price$63.39
Change+$0.41 (+0.65%)
VolumeN/A
Net Assets144.81B
Janus Henderson Global Research R
Price$111.76
Change+$1.00 (+0.90%)
VolumeN/A
Net Assets3.83B
ANWPX vs JDWRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ANWPX vs. JDWRX commentary
Jan 19, 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 StrongBuy and JDWRX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 145B vs. JDWRX (3.83B). ANWPX pays higher dividends than JDWRX: ANWPX (0.83) vs JDWRX (0.11). ANWPX was incepted earlier than JDWRX: ANWPX (52 years) vs JDWRX (12 years). JDWRX is a more actively managed with annual turnover of: 24.00 vs. ANWPX (17.00). ANWPX has a lower initial minimum investment than JDWRX: ANWPX (250) vs JDWRX (2500). JDWRX annual gain was more profitable for investors over the last year : 17.49 vs. ANWPX (15.42). ANWPX return over 5 years is better than : 32.08 vs. JDWRX (28.61).
| ANWPX | JDWRX | ANWPX / JDWRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 52 years | 12 years | - |
| Gain YTD | 2.061 | 2.570 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 3.83B | 3,785% |
| Annual Yield % from dividends | 0.83 | 0.11 | 734% |
| Returns for 1 year | 15.42 | 17.49 | 88% |
| Returns for 3 years | 2.45 | 14.10 | 17% |
| Returns for 5 years | 32.08 | 28.61 | 112% |
| Returns for 10 years | 78.32 | 79.86 | 98% |
View a ticker or compare two or three
VS
VS
Ad is loading...