Interact to see
Advertisement
Advertisement
CNPFX vs JDWAX
CNPFX vs JDWAX Comparison
Open Charts CNPFX vs JDWAX
American Funds New Perspective 529F
Price$69.34
Change+$0.20 (+0.29%)
VolumeN/A
Net Assets156.96B
Janus Henderson Global Research A
Price$127.04
Change+$0.51 (+0.40%)
VolumeN/A
Net Assets4.32B
CNPFX vs JDWAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CNPFX vs. JDWAX commentary
Aug 09, 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 CNPFX is a Buy and JDWAX is a Buy.
FUNDAMENTALS
Fundamentals
CNPFX has more cash in the bank: 157B vs. JDWAX (4.32B). CNPFX pays higher dividends than JDWAX: CNPFX (0.65) vs JDWAX (0.48). CNPFX was incepted earlier than JDWAX: CNPFX (23 years) vs JDWAX (16 years). JDWAX (0.97) is less costly to investors than CNPFX (0.84). JDWAX is a more actively managed with annual turnover of: 28.00 vs. CNPFX (24.00). CNPFX has a lower initial minimum investment than JDWAX: CNPFX (250) vs JDWAX (2500). JDWAX (17.47) and CNPFX (17.05) have marching annual gain over last year. JDWAX return over 5 years is better than : 47.70 vs. CNPFX (39.93).
| CNPFX | JDWAX | CNPFX / JDWAX | |
| Total Expense Ratio | 0.84 | 0.97 | 87% |
| Annual Report Gross Expense Ratio | 0.84 | 0.97 | 87% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 14.234 | 14.812 | 96% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157B | 4.32B | 3,633% |
| Annual Yield % from dividends | 0.65 | 0.48 | 135% |
| Returns for 1 year | 17.05 | 17.47 | 98% |
| Returns for 3 years | 39.42 | 48.43 | 81% |
| Returns for 5 years | 39.93 | 47.70 | 84% |
| Returns for 10 years | 96.37 | 97.51 | 99% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement