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FNPFX vs JDWAX
FNPFX vs JDWAX Comparison
Open Charts FNPFX vs JDWAX
American Funds New Perspective F3
Price$70.44
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets156.49B
Janus Henderson Global Research A
Price$125.11
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets4.24B
FNPFX vs JDWAX Comparison Chart in %
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FNPFX vs. JDWAX commentary
Jul 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FNPFX is a Buy and JDWAX is a Hold.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 156B vs. JDWAX (4.24B). FNPFX pays higher dividends than JDWAX: FNPFX (0.79) vs JDWAX (0.49). FNPFX was incepted earlier than JDWAX: FNPFX (8 years) vs JDWAX (16 years). JDWAX (0.97) is less costly to investors than FNPFX (0.41). JDWAX is a more actively managed with annual turnover of: 28.00 vs. FNPFX (24.00). JDWAX has a lower initial minimum investment than FNPFX: JDWAX (2500) vs FNPFX (1000000). FNPFX annual gain was more profitable for investors over the last year : 12.06 vs. JDWAX (10.10). JDWAX return over 5 years is better than : 48.82 vs. FNPFX (42.55).
| FNPFX | JDWAX | FNPFX / JDWAX | |
| Total Expense Ratio | 0.41 | 0.97 | 42% |
| Annual Report Gross Expense Ratio | 0.41 | 0.97 | 42% |
| Fund Existence | 8 years | 16 years | - |
| Gain YTD | 13.430 | 13.059 | 103% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 4.24B | 3,677% |
| Annual Yield % from dividends | 0.79 | 0.49 | 160% |
| Returns for 1 year | 12.06 | 10.10 | 119% |
| Returns for 3 years | 47.66 | 57.67 | 83% |
| Returns for 5 years | 42.55 | 48.82 | 87% |
| Returns for 10 years | N/A | 90.52 | - |
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