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ANWPX vs JDWRX
ANWPX vs JDWRX Comparison
Open Charts ANWPX vs JDWRX
American Funds New Perspective A
Price$61.61
Change+$0.36 (+0.59%)
VolumeN/A
Net Assets137.47B
Janus Henderson Global Research R
Price$108.38
Change+$0.70 (+0.65%)
VolumeN/A
Net Assets3.99B
ANWPX vs JDWRX Comparison Chart
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ANWPX vs. JDWRX commentary
Apr 04, 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: 137B vs. JDWRX (3.99B). ANWPX pays higher dividends than JDWRX: ANWPX (0.58) 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 : 2.90 vs. JDWRX (1.44). JDWRX (69.91) and ANWPX (69.24) 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 | -0.805 | -0.532 | 151% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 3.99B | 3,436% |
| Annual Yield % from dividends | 0.58 | 0.00 | - |
| Returns for 1 year | 2.90 | 1.44 | 201% |
| Returns for 3 years | 3.96 | 13.94 | 28% |
| Returns for 5 years | 69.24 | 69.91 | 99% |
| Returns for 10 years | 64.54 | 63.08 | 102% |
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