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FNPFX vs JDWRX
FNPFX vs JDWRX Comparison
Open Charts FNPFX vs JDWRX
American Funds New Perspective F3
Price$64.73
Change-$0.93 (-1.42%)
VolumeN/A
CapitalizationN/A
Janus Henderson Global Research R
Price$116.82
Change-$1.80 (-1.52%)
VolumeN/A
CapitalizationN/A
FNPFX vs JDWRX Comparison Chart
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FNPFX vs. JDWRX 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 JDWRX is a StrongSell.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 142B vs. JDWRX (3.81B). FNPFX pays higher dividends than JDWRX: FNPFX (1.11) vs JDWRX (0.11). FNPFX was incepted earlier than JDWRX: FNPFX (8 years) vs JDWRX (12 years). JDWRX is a more actively managed with annual turnover of: 24.00 vs. FNPFX (17.00). JDWRX has a lower initial minimum investment than FNPFX: JDWRX (2500) vs FNPFX (1000000). JDWRX annual gain was more profitable for investors over the last year : 25.58 vs. FNPFX (18.53). FNPFX (40.52) and JDWRX (39.75) have equivalent 5 years return.
| FNPFX | JDWRX | FNPFX / JDWRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 12 years | - |
| Gain YTD | 15.796 | 22.684 | 70% |
| 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 | 0.11 | 984% |
| Returns for 1 year | 18.53 | 25.58 | 72% |
| Returns for 3 years | -9.40 | 0.36 | -2,636% |
| Returns for 5 years | 40.52 | 39.75 | 102% |
| Returns for 10 years | N/A | 85.39 | - |
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