Ad is loading...
FNPFX vs JDWAX
FNPFX vs JDWAX Comparison
Open Charts FNPFX vs JDWAX
American Funds New Perspective F3
Price$65.05
Change-$0.40 (-0.61%)
VolumeN/A
CapitalizationN/A
Janus Henderson Global Research A
Price$116.65
Change-$0.21 (-0.18%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
FNPFX vs JDWAX Comparison Chart
Loading...
FNPFX vs. JDWAX commentary
Sep 21, 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 StrongBuy and JDWAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 145B 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 : 29.20 vs. FNPFX (23.29). FNPFX (47.04) and JDWAX (45.21) have equivalent 5 years return.
| 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 | 16.369 | 20.848 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 3.81B | 3,807% |
| Annual Yield % from dividends | 1.11 | 0.55 | 201% |
| Returns for 1 year | 23.29 | 29.20 | 80% |
| Returns for 3 years | -3.42 | 5.61 | -61% |
| Returns for 5 years | 47.04 | 45.21 | 104% |
| Returns for 10 years | N/A | 93.09 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...