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FNPFX vs JDWRX
FNPFX vs JDWRX Comparison
Open Charts FNPFX vs JDWRX
American Funds New Perspective F3
Price$65.72
Change+$0.54 (+0.83%)
VolumeN/A
Net Assets145.83B
Janus Henderson Global Research R
Price$114.64
Change+$0.92 (+0.81%)
VolumeN/A
Net Assets3.8B
FNPFX vs JDWRX Comparison Chart
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FNPFX vs. JDWRX commentary
May 14, 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: 146B vs. JDWRX (3.8B). FNPFX pays higher dividends than JDWRX: FNPFX (0.88) 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 : 8.80 vs. JDWRX (5.36). FNPFX (56.77) and JDWRX (54.98) have equivalent 5 years return.
| 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 | 5.829 | 4.369 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 146B | 3.8B | 3,840% |
| Annual Yield % from dividends | 0.88 | 0.00 | - |
| Returns for 1 year | 8.80 | 5.36 | 164% |
| Returns for 3 years | 30.81 | 36.76 | 84% |
| Returns for 5 years | 56.77 | 54.98 | 103% |
| Returns for 10 years | N/A | 66.48 | - |
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