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CNPAX vs JDWAX
CNPAX vs JDWAX Comparison
Open Charts CNPAX vs JDWAX
American Funds New Perspective 529A
Price$69.66
Change+$0.21 (+0.30%)
VolumeN/A
Net Assets156.96B
Janus Henderson Global Research A
Price$127.04
Change+$0.51 (+0.40%)
VolumeN/A
Net Assets4.32B
CNPAX vs JDWAX Comparison Chart in %
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CNPAX vs. JDWAX commentary
Aug 09, 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 CNPAX is a Buy and JDWAX is a Buy.
FUNDAMENTALS
Fundamentals
CNPAX has more cash in the bank: 157B vs. JDWAX (4.32B). CNPAX (0.48) and JDWAX (0.48) have matching dividends . CNPAX was incepted earlier than JDWAX: CNPAX (23 years) vs JDWAX (16 years). JDWAX (0.97) is less costly to investors than CNPAX (0.77). JDWAX is a more actively managed with annual turnover of: 28.00 vs. CNPAX (24.00). JDWAX initial investment is less costly to investors than CNPAX (4%) vs CNPAX (4%). CNPAX has a lower initial minimum investment than JDWAX: CNPAX (250) vs JDWAX (2500). JDWAX (17.47) and CNPAX (16.90) have marching annual gain over last year. JDWAX return over 5 years is better than : 47.70 vs. CNPAX (38.85).
| CNPAX | JDWAX | CNPAX / JDWAX | |
| Total Expense Ratio | 0.77 | 0.97 | 79% |
| Annual Report Gross Expense Ratio | 0.77 | 0.97 | 79% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 14.141 | 14.812 | 95% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157B | 4.32B | 3,633% |
| Annual Yield % from dividends | 0.48 | 0.48 | 100% |
| Returns for 1 year | 16.90 | 17.47 | 97% |
| Returns for 3 years | 38.79 | 48.43 | 80% |
| Returns for 5 years | 38.85 | 47.70 | 81% |
| Returns for 10 years | 92.80 | 97.51 | 95% |
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