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FNFPX vs JDWRX
FNFPX vs JDWRX Comparison
Open Charts FNFPX vs JDWRX
American Funds New Perspective 529-F-3
Price$70.03
Change+$0.39 (+0.56%)
VolumeN/A
Net Assets156.22B
Janus Henderson Global Research R
Price$122.70
Change+$0.98 (+0.81%)
VolumeN/A
Net Assets4.06B
FNFPX vs JDWRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 156B vs. JDWRX (4.06B). FNFPX pays higher dividends than JDWRX: FNFPX (0.74) vs JDWRX (0.00). FNFPX was incepted earlier than JDWRX: FNFPX (5 years) vs JDWRX (12 years). JDWRX (1.40) is less costly to investors than FNFPX (0.47). JDWRX is a more actively managed with annual turnover of: 28.00 vs. FNFPX (24.00). FNFPX has a lower initial minimum investment than JDWRX: FNFPX (250) vs JDWRX (2500). FNFPX annual gain was more profitable for investors over the last year : 11.56 vs. JDWRX (8.99).
| FNFPX | JDWRX | FNFPX / JDWRX | |
| Total Expense Ratio | 0.47 | 1.40 | 34% |
| Annual Report Gross Expense Ratio | 0.47 | 1.40 | 34% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 13.116 | 12.610 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 4.06B | 3,846% |
| Annual Yield % from dividends | 0.74 | 0.00 | - |
| Returns for 1 year | 11.56 | 8.99 | 129% |
| Returns for 3 years | 48.67 | 55.01 | 88% |
| Returns for 5 years | N/A | 49.48 | - |
| Returns for 10 years | N/A | 87.81 | - |
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