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CNPFX vs JDWAX
CNPFX vs JDWAX Comparison
Open Charts CNPFX vs JDWAX
American Funds New Perspective 529F
Price$71.79
Change-$0.20 (-0.28%)
VolumeN/A
Net Assets162.63B
Janus Henderson Global Research A
Price$129.91
Change-$0.54 (-0.41%)
VolumeN/A
Net Assets4.36B
CNPFX vs JDWAX Comparison Chart in %
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CNPFX vs. JDWAX commentary
Sep 18, 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: 163B vs. JDWAX (4.36B). CNPFX pays higher dividends than JDWAX: CNPFX (0.64) 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). CNPFX annual gain was more profitable for investors over the last year : 14.87 vs. JDWAX (13.41). JDWAX return over 5 years is better than : 48.84 vs. CNPFX (41.03).
| 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 | 18.270 | 17.406 | 105% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 4.36B | 3,735% |
| Annual Yield % from dividends | 0.64 | 0.48 | 134% |
| Returns for 1 year | 14.87 | 13.41 | 111% |
| Returns for 3 years | 53.19 | 62.01 | 86% |
| Returns for 5 years | 41.03 | 48.84 | 84% |
| Returns for 10 years | 114.59 | 115.66 | 99% |