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ANWPX vs JDWRX
ANWPX vs JDWRX Comparison
Open Charts ANWPX vs JDWRX
American Funds New Perspective A
Price$65.65
Change+$0.53 (+0.81%)
VolumeN/A
Net Assets145.83B
Janus Henderson Global Research R
Price$114.64
Change+$0.92 (+0.81%)
VolumeN/A
Net Assets3.8B
ANWPX vs JDWRX Comparison Chart
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ANWPX vs. JDWRX commentary
May 14, 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 Buy and JDWRX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 146B vs. JDWRX (3.8B). ANWPX pays higher dividends than JDWRX: ANWPX (0.56) 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). ANWPX (24.00) and JDWRX (24.00) have comparable annual turnover. 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 : 8.48 vs. JDWRX (5.36). ANWPX (55.25) and JDWRX (54.98) have equivalent 5 years return.
| 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 | 5.700 | 4.369 | 130% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 146B | 3.8B | 3,840% |
| Annual Yield % from dividends | 0.56 | 0.00 | - |
| Returns for 1 year | 8.48 | 5.36 | 158% |
| Returns for 3 years | 30.02 | 36.76 | 82% |
| Returns for 5 years | 55.25 | 54.98 | 100% |
| Returns for 10 years | 68.43 | 66.48 | 103% |
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