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FNFPX vs JWGRX
FNFPX vs JWGRX Comparison
Open Charts FNFPX vs JWGRX
American Funds New Perspective 529-F-3
Price$66.83
Change-$0.40 (-0.59%)
VolumeN/A
Net Assets150.22B
Janus Henderson Global Research S
Price$119.25
Change-$0.53 (-0.44%)
VolumeN/A
Net Assets4.06B
FNFPX vs JWGRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 150B vs. JWGRX (4.06B). FNFPX pays higher dividends than JWGRX: FNFPX (0.78) vs JWGRX (0.27). FNFPX was incepted earlier than JWGRX: FNFPX (5 years) vs JWGRX (16 years). JWGRX (1.13) is less costly to investors than FNFPX (0.47). JWGRX is a more actively managed with annual turnover of: 28.00 vs. FNFPX (24.00). FNFPX has a lower initial minimum investment than JWGRX: FNFPX (250) vs JWGRX (2500). FNFPX annual gain was more profitable for investors over the last year : 7.73 vs. JWGRX (5.47).
| FNFPX | JWGRX | FNFPX / JWGRX | |
| Total Expense Ratio | 0.47 | 1.13 | 42% |
| Annual Report Gross Expense Ratio | 0.47 | 1.13 | 42% |
| Fund Existence | 5 years | 16 years | - |
| Gain YTD | 7.947 | 7.735 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150B | 4.06B | 3,698% |
| Annual Yield % from dividends | 0.78 | 0.27 | 286% |
| Returns for 1 year | 7.73 | 5.47 | 141% |
| Returns for 3 years | 42.50 | 49.38 | 86% |
| Returns for 5 years | N/A | 47.13 | - |
| Returns for 10 years | N/A | 78.12 | - |
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