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CNPFX vs JDWRX
CNPFX vs JDWRX Comparison
Open Charts CNPFX vs JDWRX
American Funds New Perspective 529F
Price$70.81
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets158.87B
Janus Henderson Global Research R
Price$126.63
Change+$0.33 (+0.26%)
VolumeN/A
Net Assets4.5B
CNPFX vs JDWRX Comparison Chart in %
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CNPFX vs. JDWRX commentary
Nov 20, 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 JDWRX is a Hold.
FUNDAMENTALS
Fundamentals
CNPFX has more cash in the bank: 159B vs. JDWRX (4.5B). CNPFX pays higher dividends than JDWRX: CNPFX (0.61) 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 : 11.83 vs. JDWRX (7.62). JDWRX return over 5 years is better than : 34.36 vs. CNPFX (28.78).
| 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 | 16.656 | 16.217 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 4.5B | 3,532% |
| Annual Yield % from dividends | 0.61 | 0.00 | - |
| Returns for 1 year | 11.83 | 7.62 | 155% |
| Returns for 3 years | 47.79 | 52.20 | 92% |
| Returns for 5 years | 28.78 | 34.36 | 84% |
| Returns for 10 years | 99.50 | 102.45 | 97% |
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