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FNFPX vs JDWAX
FNFPX vs JDWAX Comparison
Open Charts FNFPX vs JDWAX
American Funds New Perspective 529-F-3
Price$61.48
Change+$0.51 (+0.84%)
VolumeN/A
Net Assets138.68B
Janus Henderson Global Research A
Price$109.51
Change+$0.59 (+0.54%)
VolumeN/A
Net Assets3.77B
FNFPX vs JDWAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 139B vs. JDWAX (3.77B). FNFPX pays higher dividends than JDWAX: FNFPX (0.85) vs JDWAX (0.55). FNFPX was incepted earlier than JDWAX: FNFPX (4 years) vs JDWAX (16 years). JDWAX (0.97) is less costly to investors than FNFPX (0.47). FNFPX (24.00) and JDWAX (24.00) have comparable annual turnover. 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 : 5.96 vs. JDWAX (3.38).
| FNFPX | JDWAX | FNFPX / JDWAX | |
| Total Expense Ratio | 0.47 | 0.97 | 48% |
| Annual Report Gross Expense Ratio | 0.47 | 0.97 | 48% |
| Fund Existence | 4 years | 16 years | - |
| Gain YTD | -0.695 | -1.030 | 67% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 3.77B | 3,686% |
| Annual Yield % from dividends | 0.85 | 0.55 | 153% |
| Returns for 1 year | 5.96 | 3.38 | 176% |
| Returns for 3 years | 18.71 | 27.56 | 68% |
| Returns for 5 years | N/A | 51.93 | - |
| Returns for 10 years | N/A | 65.60 | - |
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