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FNFPX vs JWGRX
FNFPX vs JWGRX Comparison
Open Charts FNFPX vs JWGRX
American Funds New Perspective 529-F-3
Price$65.61
Change+$0.10 (+0.15%)
VolumeN/A
Net Assets147B
Janus Henderson Global Research S
Price$117.13
Change+$0.04 (+0.03%)
VolumeN/A
Net Assets3.8B
FNFPX vs JWGRX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 147B vs. JWGRX (3.8B). FNFPX pays higher dividends than JWGRX: FNFPX (0.83) vs JWGRX (0.29). 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). FNFPX (24.00) and JWGRX (24.00) have comparable annual turnover. 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 : 8.23 vs. JWGRX (5.65).
| 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 | 5.976 | 4.479 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147B | 3.8B | 3,866% |
| Annual Yield % from dividends | 0.83 | 0.29 | 287% |
| Returns for 1 year | 8.23 | 5.65 | 146% |
| Returns for 3 years | 32.21 | 38.10 | 85% |
| Returns for 5 years | N/A | 57.69 | - |
| Returns for 10 years | N/A | 71.86 | - |