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CNPAX vs JDWRX
CNPAX vs JDWRX Comparison
Open Charts CNPAX vs JDWRX
American Funds New Perspective 529A
Price$73.22
Change+$0.17 (+0.23%)
VolumeN/A
Net Assets164.14B
Janus Henderson Global Research R
Price$129.15
Change-$0.07 (-0.05%)
VolumeN/A
Net Assets4.36B
CNPAX vs JDWRX Comparison Chart in %
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CNPAX vs. JDWRX commentary
Oct 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 Buy and JDWRX is a Hold.
FUNDAMENTALS
Fundamentals
CNPAX has more cash in the bank: 164B vs. JDWRX (4.36B). CNPAX pays higher dividends than JDWRX: CNPAX (0.46) vs JDWRX (0.00). CNPAX was incepted earlier than JDWRX: CNPAX (24 years) vs JDWRX (13 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 annual gain was more profitable for investors over the last year : 13.90 vs. JDWRX (11.35). JDWRX return over 5 years is better than : 44.06 vs. CNPAX (38.82).
| CNPAX | JDWRX | CNPAX / JDWRX | |
| Total Expense Ratio | 0.77 | 1.40 | 55% |
| Annual Report Gross Expense Ratio | 0.77 | 1.40 | 55% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 19.974 | 18.594 | 107% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164B | 4.36B | 3,758% |
| Annual Yield % from dividends | 0.46 | 0.00 | - |
| Returns for 1 year | 13.90 | 11.35 | 122% |
| Returns for 3 years | 65.46 | 71.05 | 92% |
| Returns for 5 years | 38.82 | 44.06 | 88% |
| Returns for 10 years | 109.74 | 107.77 | 102% |
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