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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
Sep 11, 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 StrongBuy and JDWAX is a Hold.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 169B vs. JDWAX (4.77B). CNPEX pays higher dividends than JDWAX: CNPEX (0.73) vs JDWAX (0.26). CNPEX was incepted earlier than JDWAX: CNPEX (25 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 : 6.98 vs. CNPEX (5.33). JDWAX return over 5 years is better than : 22.87 vs. CNPEX (10.23).
| CNPEX | JDWAX | CNPEX / JDWAX | |
| Total Expense Ratio | 0.98 | 1.13 | 87% |
| Annual Report Gross Expense Ratio | 0.98 | 1.13 | 87% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 7.049 | 11.144 | 63% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 169B | 4.77B | 3,541% |
| Annual Yield % from dividends | 0.73 | 0.26 | 287% |
| Returns for 1 year | 5.33 | 6.98 | 76% |
| Returns for 3 years | 39.67 | 48.90 | 81% |
| Returns for 5 years | 10.23 | 22.87 | 45% |
| Returns for 10 years | 112.06 | 126.57 | 89% |
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