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FNFPX vs JDWAX
FNFPX vs JDWAX Comparison
Open Charts FNFPX vs JDWAX
American Funds New Perspective 529-F-3
Price$68.32
Change-$0.12 (-0.18%)
VolumeN/A
Net Assets152.86B
Janus Henderson Global Research A
Price$121.24
Change+$0.03 (+0.02%)
VolumeN/A
Net Assets4.06B
FNFPX vs JDWAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 153B vs. JDWAX (4.06B). FNFPX pays higher dividends than JDWAX: FNFPX (0.78) vs JDWAX (0.52). FNFPX was incepted earlier than JDWAX: FNFPX (5 years) vs JDWAX (16 years). JDWAX (0.97) is less costly to investors than FNFPX (0.47). JDWAX is a more actively managed with annual turnover of: 28.00 vs. FNFPX (24.00). FNFPX has a lower initial minimum investment than JDWAX: FNFPX (250) vs JDWAX (2500). FNFPX annual gain was more profitable for investors over the last year : 10.02 vs. JDWAX (7.19).
| FNFPX | JDWAX | FNFPX / JDWAX | |
| Total Expense Ratio | 0.47 | 0.97 | 48% |
| Annual Report Gross Expense Ratio | 0.47 | 0.97 | 48% |
| Fund Existence | 5 years | 16 years | - |
| Gain YTD | 10.354 | 9.544 | 108% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 4.06B | 3,772% |
| Annual Yield % from dividends | 0.78 | 0.52 | 151% |
| Returns for 1 year | 10.02 | 7.19 | 139% |
| Returns for 3 years | 41.03 | 47.81 | 86% |
| Returns for 5 years | N/A | 53.73 | - |
| Returns for 10 years | N/A | 84.60 | - |
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