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CNPAX vs JWGRX
CNPAX vs JWGRX Comparison
Open Charts CNPAX vs JWGRX
American Funds New Perspective 529A
Price$68.09
Change-$0.79 (-1.15%)
VolumeN/A
Net Assets155.85B
Janus Henderson Global Research S
Price$125.22
Change-$1.66 (-1.31%)
VolumeN/A
Net Assets4.24B
CNPAX vs JWGRX Comparison Chart in %
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CNPAX vs. JWGRX commentary
Aug 02, 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 JWGRX is a Buy.
FUNDAMENTALS
Fundamentals
CNPAX has more cash in the bank: 156B vs. JWGRX (4.24B). CNPAX pays higher dividends than JWGRX: CNPAX (0.48) vs JWGRX (0.26). CNPAX was incepted earlier than JWGRX: CNPAX (23 years) vs JWGRX (16 years). JWGRX (1.13) is less costly to investors than CNPAX (0.77). JWGRX is a more actively managed with annual turnover of: 28.00 vs. CNPAX (24.00). CNPAX has a lower initial minimum investment than JWGRX: CNPAX (250) vs JWGRX (2500). JWGRX annual gain was more profitable for investors over the last year : 14.26 vs. CNPAX (12.76). JWGRX return over 5 years is better than : 49.23 vs. CNPAX (38.22).
| CNPAX | JWGRX | CNPAX / JWGRX | |
| Total Expense Ratio | 0.77 | 1.13 | 68% |
| Annual Report Gross Expense Ratio | 0.77 | 1.13 | 68% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 11.568 | 14.121 | 82% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 4.24B | 3,677% |
| Annual Yield % from dividends | 0.48 | 0.26 | 189% |
| Returns for 1 year | 12.76 | 14.26 | 89% |
| Returns for 3 years | 36.38 | 48.57 | 75% |
| Returns for 5 years | 38.22 | 49.23 | 78% |
| Returns for 10 years | 86.90 | 94.23 | 92% |
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