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FNPFX vs JDWAX
FNPFX vs JDWAX Comparison
Open Charts FNPFX vs JDWAX
American Funds New Perspective F3
Price$68.55
Change-$0.11 (-0.16%)
VolumeN/A
Net Assets152.86B
Janus Henderson Global Research A
Price$121.24
Change+$0.03 (+0.02%)
VolumeN/A
Net Assets4.06B
FNPFX vs JDWAX Comparison Chart in %
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FNPFX vs. JDWAX commentary
Jun 27, 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: 153B vs. JDWAX (4.06B). 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). 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 : 10.09 vs. JDWAX (7.19). JDWAX return over 5 years is better than : 53.73 vs. FNPFX (50.36).
| 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 | 10.386 | 9.544 | 109% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 4.06B | 3,772% |
| Annual Yield % from dividends | 0.82 | 0.52 | 159% |
| Returns for 1 year | 10.09 | 7.19 | 140% |
| Returns for 3 years | 39.77 | 47.81 | 83% |
| Returns for 5 years | 50.36 | 53.73 | 94% |
| Returns for 10 years | N/A | 84.60 | - |
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