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FNPFX vs JDWAX
FNPFX vs JDWAX Comparison
Open Charts FNPFX vs JDWAX
American Funds New Perspective F3
Price$67.32
Change-$0.26 (-0.38%)
VolumeN/A
Net Assets150.71B
Janus Henderson Global Research A
Price$119.67
Change-$0.12 (-0.10%)
VolumeN/A
Net Assets3.8B
FNPFX vs JDWAX Comparison Chart
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FNPFX vs. JDWAX commentary
Jun 06, 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 Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 151B vs. JDWAX (3.8B). FNPFX pays higher dividends than JDWAX: FNPFX (0.82) vs JDWAX (0.52). 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). FNPFX (24.00) and JDWAX (24.00) have comparable annual turnover. 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 : 9.63 vs. JDWAX (6.89). JDWAX (45.36) and FNPFX (45.23) have equivalent 5 years return.
| 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 | 8.824 | 8.260 | 107% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 3.8B | 3,972% |
| Annual Yield % from dividends | 0.82 | 0.52 | 159% |
| Returns for 1 year | 9.63 | 6.89 | 140% |
| Returns for 3 years | 30.25 | 36.32 | 83% |
| Returns for 5 years | 45.23 | 45.36 | 100% |
| Returns for 10 years | N/A | 83.34 | - |
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