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ANWPX vs JDWRX
ANWPX vs JDWRX Comparison
Open Charts ANWPX vs JDWRX
American Funds New Perspective A
Price$67.94
Change-$0.16 (-0.23%)
VolumeN/A
CapitalizationN/A
Janus Henderson Global Research R
Price$111.70
Change-$0.81 (-0.72%)
VolumeN/A
CapitalizationN/A
ANWPX vs JDWRX Comparison Chart
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ANWPX vs. JDWRX commentary
Dec 18, 2024
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 Buy and JDWRX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 149B vs. JDWRX (3.95B). 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). ANWPX annual gain was more profitable for investors over the last year : 23.15 vs. JDWRX (18.67). ANWPX return over 5 years is better than : 41.49 vs. JDWRX (33.71).
| 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 | 21.538 | 17.472 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 3.95B | 3,768% |
| Annual Yield % from dividends | 0.83 | 0.11 | 734% |
| Returns for 1 year | 23.15 | 18.67 | 124% |
| Returns for 3 years | 7.41 | 1.51 | 491% |
| Returns for 5 years | 41.49 | 33.71 | 123% |
| Returns for 10 years | 77.49 | 77.06 | 101% |
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