Interact to see
Advertisement
Advertisement
CNPFX vs JDWRX
CNPFX vs JDWRX Comparison
Open Charts CNPFX vs JDWRX
American Funds New Perspective 529F
Price$72.91
Change+$0.17 (+0.23%)
VolumeN/A
Net Assets164.14B
Janus Henderson Global Research R
Price$129.15
Change-$0.07 (-0.05%)
VolumeN/A
Net Assets4.36B
CNPFX vs JDWRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CNPFX vs. JDWRX commentary
Oct 07, 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 JDWRX is a Hold.
FUNDAMENTALS
Fundamentals
CNPFX has more cash in the bank: 164B vs. JDWRX (4.36B). CNPFX pays higher dividends than JDWRX: CNPFX (0.62) vs JDWRX (0.00). CNPFX was incepted earlier than JDWRX: CNPFX (23 years) vs JDWRX (13 years). JDWRX (1.40) is less costly to investors than CNPFX (0.84). JDWRX is a more actively managed with annual turnover of: 28.00 vs. CNPFX (24.00). CNPFX has a lower initial minimum investment than JDWRX: CNPFX (250) vs JDWRX (2500). CNPFX annual gain was more profitable for investors over the last year : 14.07 vs. JDWRX (11.35). JDWRX return over 5 years is better than : 44.06 vs. CNPFX (39.89).
| CNPFX | JDWRX | CNPFX / JDWRX | |
| Total Expense Ratio | 0.84 | 1.40 | 60% |
| Annual Report Gross Expense Ratio | 0.84 | 1.40 | 60% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 20.115 | 18.594 | 108% |
| Front Load | N/A | N/A | - |
| 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 | 0.00 | - |
| Returns for 1 year | 14.07 | 11.35 | 124% |
| Returns for 3 years | 66.21 | 71.05 | 93% |
| Returns for 5 years | 39.89 | 44.06 | 91% |
| Returns for 10 years | 113.59 | 107.77 | 105% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement