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FNPFX vs JDWAX
FNPFX vs JDWAX Comparison
Open Charts FNPFX vs JDWAX
American Funds New Perspective F3
Price$64.73
Change-$0.93 (-1.42%)
VolumeN/A
CapitalizationN/A
Janus Henderson Global Research A
Price$119.10
Change-$1.83 (-1.51%)
VolumeN/A
CapitalizationN/A
FNPFX vs JDWAX Comparison Chart
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FNPFX vs. JDWAX commentary
Nov 18, 2024
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 StrongSell and JDWAX is a StrongSell.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 142B vs. JDWAX (3.81B). FNPFX pays higher dividends than JDWAX: FNPFX (1.11) vs JDWAX (0.55). FNPFX was incepted earlier than JDWAX: FNPFX (8 years) vs JDWAX (15 years). JDWAX is a more actively managed with annual turnover of: 24.00 vs. FNPFX (17.00). JDWAX has a lower initial minimum investment than FNPFX: JDWAX (2500) vs FNPFX (1000000). JDWAX annual gain was more profitable for investors over the last year : 26.23 vs. FNPFX (18.53). JDWAX return over 5 years is better than : 42.86 vs. FNPFX (40.52).
| FNPFX | JDWAX | FNPFX / JDWAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 15 years | - |
| Gain YTD | 15.796 | 23.164 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 3.81B | 3,727% |
| Annual Yield % from dividends | 1.11 | 0.55 | 201% |
| Returns for 1 year | 18.53 | 26.23 | 71% |
| Returns for 3 years | -9.40 | 1.88 | -501% |
| Returns for 5 years | 40.52 | 42.86 | 95% |
| Returns for 10 years | N/A | 92.80 | - |