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CNPAX vs JDWRX
CNPAX vs JDWRX Comparison
Open Charts CNPAX vs JDWRX
American Funds New Perspective 529A
Price$69.28
Change+$0.54 (+0.79%)
VolumeN/A
Net Assets155.4B
Janus Henderson Global Research R
Price$124.41
Change+$0.77 (+0.62%)
VolumeN/A
Net Assets4.24B
CNPAX vs JDWRX Comparison Chart in %
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CNPAX vs. JDWRX commentary
Aug 07, 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 Hold and JDWRX is a Buy.
FUNDAMENTALS
Fundamentals
CNPAX has more cash in the bank: 155B vs. JDWRX (4.24B). CNPAX pays higher dividends than JDWRX: CNPAX (0.48) vs JDWRX (0.00). CNPAX was incepted earlier than JDWRX: CNPAX (23 years) vs JDWRX (12 years). JDWRX (1.40) is less costly to investors than CNPAX (0.77). JDWRX is a more actively managed with annual turnover of: 28.00 vs. CNPAX (24.00). CNPAX has a lower initial minimum investment than JDWRX: CNPAX (250) vs JDWRX (2500). CNPAX (18.56) and JDWRX (18.02) have marching annual gain over last year. JDWRX return over 5 years is better than : 43.17 vs. CNPAX (38.09).
| CNPAX | JDWRX | CNPAX / JDWRX | |
| Total Expense Ratio | 0.77 | 1.40 | 55% |
| Annual Report Gross Expense Ratio | 0.77 | 1.40 | 55% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 13.518 | 13.473 | 100% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 4.24B | 3,653% |
| Annual Yield % from dividends | 0.48 | 0.00 | - |
| Returns for 1 year | 18.56 | 18.02 | 103% |
| Returns for 3 years | 37.15 | 44.06 | 84% |
| Returns for 5 years | 38.09 | 43.17 | 88% |
| Returns for 10 years | 91.75 | 88.80 | 103% |
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