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CNPFX vs JDWAX
CNPFX vs JDWAX Comparison
Open Charts CNPFX vs JDWAX
American Funds New Perspective 529F
Price$72.91
Change+$0.41 (+0.57%)
VolumeN/A
Net Assets164.4B
Janus Henderson Global Research A
Price$131.81
Change+$0.81 (+0.62%)
VolumeN/A
Net Assets4.36B
CNPFX vs JDWAX Comparison Chart in %
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CNPFX vs. JDWAX commentary
Oct 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 Hold and JDWAX is a Hold.
FUNDAMENTALS
Fundamentals
CNPFX has more cash in the bank: 164B vs. JDWAX (4.36B). CNPFX pays higher dividends than JDWAX: CNPFX (0.62) vs JDWAX (0.47). 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). CNPFX annual gain was more profitable for investors over the last year : 14.03 vs. JDWAX (11.62). JDWAX return over 5 years is better than : 44.07 vs. CNPFX (37.35).
| 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 | 20.115 | 18.391 | 109% |
| Front Load | N/A | 6% | - |
| 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 | 0.62 | 0.47 | 133% |
| Returns for 1 year | 14.03 | 11.62 | 121% |
| Returns for 3 years | 66.21 | 72.52 | 91% |
| Returns for 5 years | 37.35 | 44.07 | 85% |
| Returns for 10 years | 113.59 | 114.89 | 99% |
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