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ANWPX vs JWGRX
ANWPX vs JWGRX Comparison
Open Charts ANWPX vs JWGRX
American Funds New Perspective A
Price$65.65
Change+$0.53 (+0.81%)
VolumeN/A
Net Assets145.83B
Janus Henderson Global Research S
Price$117.09
Change+$0.93 (+0.80%)
VolumeN/A
Net Assets3.8B
ANWPX vs JWGRX Comparison Chart
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ANWPX vs. JWGRX 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 JWGRX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 146B vs. JWGRX (3.8B). ANWPX pays higher dividends than JWGRX: ANWPX (0.56) vs JWGRX (0.29). ANWPX was incepted earlier than JWGRX: ANWPX (52 years) vs JWGRX (16 years). JWGRX (1.13) is less costly to investors than ANWPX (0.73). ANWPX (24.00) and JWGRX (24.00) have comparable annual turnover. ANWPX has a lower initial minimum investment than JWGRX: ANWPX (250) vs JWGRX (2500). ANWPX annual gain was more profitable for investors over the last year : 8.48 vs. JWGRX (5.65). JWGRX (57.69) and ANWPX (55.25) have equivalent 5 years return.
| ANWPX | JWGRX | ANWPX / JWGRX | |
| Total Expense Ratio | 0.73 | 1.13 | 65% |
| Annual Report Gross Expense Ratio | 0.73 | 1.13 | 65% |
| Fund Existence | 52 years | 16 years | - |
| Gain YTD | 5.700 | 4.479 | 127% |
| 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 | 0.29 | 195% |
| Returns for 1 year | 8.48 | 5.65 | 150% |
| Returns for 3 years | 30.02 | 38.10 | 79% |
| Returns for 5 years | 55.25 | 57.69 | 96% |
| Returns for 10 years | 68.43 | 71.86 | 95% |