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FNFPX vs JWGRX
FNFPX vs JWGRX Comparison
Open Charts FNFPX vs JWGRX
American Funds New Perspective 529-F-3
Price$70.21
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets156.34B
Janus Henderson Global Research S
Price$125.64
Change+$0.14 (+0.11%)
VolumeN/A
Net Assets4.24B
FNFPX vs JWGRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 156B vs. JWGRX (4.24B). FNFPX pays higher dividends than JWGRX: FNFPX (0.74) vs JWGRX (0.26). 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 : 10.08 vs. JWGRX (7.81).
| 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 | 13.407 | 12.880 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 4.24B | 3,677% |
| Annual Yield % from dividends | 0.74 | 0.26 | 286% |
| Returns for 1 year | 10.08 | 7.81 | 129% |
| Returns for 3 years | 49.05 | 57.17 | 86% |
| Returns for 5 years | N/A | 49.13 | - |
| Returns for 10 years | N/A | 90.85 | - |
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