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FNPFX vs JDWAX
FNPFX vs JDWAX Comparison
Open Charts FNPFX vs JDWAX
American Funds New Perspective F3
Price$61.68
Change+$0.52 (+0.85%)
VolumeN/A
Net Assets138.68B
Janus Henderson Global Research A
Price$109.51
Change+$0.59 (+0.54%)
VolumeN/A
Net Assets3.77B
FNPFX vs JDWAX Comparison Chart
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FNPFX vs. JDWAX commentary
Apr 28, 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: 139B vs. JDWAX (3.77B). FNPFX pays higher dividends than JDWAX: FNPFX (0.90) vs JDWAX (0.55). 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 : 6.03 vs. JDWAX (3.38). JDWAX (51.93) and FNPFX (50.60) 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 | -0.676 | -1.030 | 66% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 3.77B | 3,686% |
| Annual Yield % from dividends | 0.90 | 0.55 | 161% |
| Returns for 1 year | 6.03 | 3.38 | 178% |
| Returns for 3 years | 17.64 | 27.56 | 64% |
| Returns for 5 years | 50.60 | 51.93 | 97% |
| Returns for 10 years | N/A | 65.60 | - |