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ANWPX vs JESSX
ANWPX vs JESSX Comparison
Open Charts ANWPX vs JESSX
American Funds New Perspective A
Price$61.61
Change+$0.36 (+0.59%)
VolumeN/A
Net Assets137.47B
Janus Henderson Global Sust Eq S
Price$15.68
Change+$0.12 (+0.77%)
VolumeN/A
Net Assets35.57M
ANWPX vs JESSX Comparison Chart
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ANWPX vs. JESSX 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 JESSX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 137B vs. JESSX (35.6M). ANWPX pays higher dividends than JESSX: ANWPX (0.58) vs JESSX (0.17). ANWPX was incepted earlier than JESSX: ANWPX (52 years) vs JESSX (5 years). JESSX (6.21) is less costly to investors than ANWPX (0.73). JESSX (25.00) and ANWPX (24.00) have comparable annual turnover. ANWPX has a lower initial minimum investment than JESSX: ANWPX (250) vs JESSX (2500). JESSX annual gain was more profitable for investors over the last year : 5.62 vs. ANWPX (2.90).
| ANWPX | JESSX | ANWPX / JESSX | |
| Total Expense Ratio | 0.73 | 1.36 | 54% |
| Annual Report Gross Expense Ratio | 0.73 | 6.21 | 12% |
| Fund Existence | 52 years | 5 years | - |
| Gain YTD | -0.805 | 2.685 | -30% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 35.6M | 384,831% |
| Annual Yield % from dividends | 0.58 | 0.17 | 342% |
| Returns for 1 year | 2.90 | 5.62 | 52% |
| Returns for 3 years | 3.96 | 16.98 | 23% |
| Returns for 5 years | 69.24 | N/A | - |
| Returns for 10 years | 64.54 | N/A | - |
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