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ANWPX vs JDWRX
ANWPX vs JDWRX Comparison
Open Charts ANWPX vs JDWRX
American Funds New Perspective A
Price$64.97
Change-$0.80 (-1.22%)
VolumeN/A
Net Assets149.3B
Janus Henderson Global Research R
Price$113.56
Change-$1.94 (-1.68%)
VolumeN/A
Net Assets4.02B
ANWPX vs JDWRX Comparison Chart
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ANWPX vs. JDWRX commentary
Feb 22, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 149B vs. JDWRX (4.02B). 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 (15.05) and ANWPX (14.56) have marching annual gain over last year. ANWPX return over 5 years is better than : 36.55 vs. JDWRX (33.07).
| 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 | 6.360 | 6.002 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 4.02B | 3,709% |
| Annual Yield % from dividends | 0.83 | 0.11 | 734% |
| Returns for 1 year | 14.56 | 15.05 | 97% |
| Returns for 3 years | 14.77 | 23.58 | 63% |
| Returns for 5 years | 36.55 | 33.07 | 111% |
| Returns for 10 years | 77.12 | 74.47 | 104% |