Ad is loading...
ANWPX vs JWGRX
ANWPX vs JWGRX Comparison
Open Charts ANWPX vs JWGRX
American Funds New Perspective A
Price$59.16
Change-$2.45 (-3.98%)
VolumeN/A
Net Assets139.04B
Janus Henderson Global Research S
Price$105.97
Change-$4.70 (-4.25%)
VolumeN/A
Net Assets3.99B
ANWPX vs JWGRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ANWPX vs. JWGRX 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 JWGRX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 139B vs. JWGRX (3.99B). ANWPX pays higher dividends than JWGRX: ANWPX (0.58) 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 : 2.39 vs. JWGRX (1.17). JWGRX return over 5 years is better than : 72.90 vs. ANWPX (69.24).
| 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 | -0.805 | -0.459 | 175% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 3.99B | 3,486% |
| Annual Yield % from dividends | 0.58 | 0.29 | 197% |
| Returns for 1 year | 2.39 | 1.17 | 204% |
| Returns for 3 years | 2.60 | 13.98 | 19% |
| Returns for 5 years | 69.24 | 72.90 | 95% |
| Returns for 10 years | 63.30 | 67.37 | 94% |
View a ticker or compare two or three
VS
VS
Ad is loading...