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FNPFX vs JDWRX
FNPFX vs JDWRX Comparison
Open Charts FNPFX vs JDWRX
American Funds New Perspective F3
Price$67.32
Change-$0.26 (-0.38%)
VolumeN/A
Net Assets150.71B
Janus Henderson Global Research R
Price$117.64
Change-$0.12 (-0.10%)
VolumeN/A
Net Assets3.8B
FNPFX vs JDWRX Comparison Chart
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FNPFX vs. JDWRX commentary
Jun 07, 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 JDWRX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 151B vs. JDWRX (3.8B). FNPFX pays higher dividends than JDWRX: FNPFX (0.82) vs JDWRX (0.00). FNPFX was incepted earlier than JDWRX: FNPFX (8 years) vs JDWRX (12 years). JDWRX (1.40) is less costly to investors than FNPFX (0.41). FNPFX (24.00) and JDWRX (24.00) have comparable annual turnover. JDWRX has a lower initial minimum investment than FNPFX: JDWRX (2500) vs FNPFX (1000000). FNPFX annual gain was more profitable for investors over the last year : 9.63 vs. JDWRX (6.50). FNPFX return over 5 years is better than : 45.23 vs. JDWRX (42.25).
| FNPFX | JDWRX | FNPFX / JDWRX | |
| Total Expense Ratio | 0.41 | 1.40 | 29% |
| Annual Report Gross Expense Ratio | 0.41 | 1.40 | 29% |
| Fund Existence | 8 years | 12 years | - |
| Gain YTD | 8.824 | 8.076 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 3.8B | 3,972% |
| Annual Yield % from dividends | 0.82 | 0.00 | - |
| Returns for 1 year | 9.63 | 6.50 | 148% |
| Returns for 3 years | 30.25 | 34.55 | 88% |
| Returns for 5 years | 45.23 | 42.25 | 107% |
| Returns for 10 years | N/A | 76.42 | - |
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