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CNPEX vs JDWAX
CNPEX vs JDWAX Comparison
Open Charts CNPEX vs JDWAX
CNPEX vs JDWAX Comparison Chart in %
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CNPEX vs. JDWAX commentary
Jul 31, 2026
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 CNPEX is a Hold and JDWAX is a Buy.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 170B vs. JDWAX (4.71B). CNPEX pays higher dividends than JDWAX: CNPEX (0.74) vs JDWAX (0.26). CNPEX was incepted earlier than JDWAX: CNPEX (24 years) vs JDWAX (17 years). JDWAX (1.13) is less costly to investors than CNPEX (0.98). JDWAX is a more actively managed with annual turnover of: 33.00 vs. CNPEX (23.00). CNPEX has a lower initial minimum investment than JDWAX: CNPEX (250) vs JDWAX (2500). JDWAX annual gain was more profitable for investors over the last year : 5.98 vs. CNPEX (4.89). JDWAX return over 5 years is better than : 22.11 vs. CNPEX (10.14).
| CNPEX | JDWAX | CNPEX / JDWAX | |
| Total Expense Ratio | 0.98 | 1.13 | 87% |
| Annual Report Gross Expense Ratio | 0.98 | 1.13 | 87% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 3.825 | 8.284 | 46% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170B | 4.71B | 3,610% |
| Annual Yield % from dividends | 0.74 | 0.26 | 282% |
| Returns for 1 year | 4.89 | 5.98 | 82% |
| Returns for 3 years | 30.39 | 41.14 | 74% |
| Returns for 5 years | 10.14 | 22.11 | 46% |
| Returns for 10 years | 103.92 | 119.32 | 87% |
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