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FNFPX vs JDWRX
FNFPX vs JDWRX Comparison
Open Charts FNFPX vs JDWRX
American Funds New Perspective 529-F-3
Price$65.51
Change+$0.53 (+0.82%)
VolumeN/A
Net Assets145.83B
Janus Henderson Global Research R
Price$114.64
Change+$0.92 (+0.81%)
VolumeN/A
Net Assets3.8B
FNFPX vs JDWRX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 146B vs. JDWRX (3.8B). FNFPX pays higher dividends than JDWRX: FNFPX (0.83) 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). FNFPX (24.00) and JDWRX (24.00) have comparable annual turnover. 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 : 8.74 vs. JDWRX (5.36).
| 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 | 5.815 | 4.369 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 146B | 3.8B | 3,840% |
| Annual Yield % from dividends | 0.83 | 0.00 | - |
| Returns for 1 year | 8.74 | 5.36 | 163% |
| Returns for 3 years | 32.01 | 36.76 | 87% |
| Returns for 5 years | N/A | 54.98 | - |
| Returns for 10 years | N/A | 66.48 | - |
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