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FNPFX vs JDWRX
FNPFX vs JDWRX Comparison
Open Charts FNPFX vs JDWRX
American Funds New Perspective F3
Price$70.26
Change+$0.39 (+0.56%)
VolumeN/A
Net Assets156.22B
Janus Henderson Global Research R
Price$122.70
Change+$0.98 (+0.81%)
VolumeN/A
Net Assets4.06B
FNPFX vs JDWRX Comparison Chart in %
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FNPFX vs. JDWRX commentary
Jul 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: 156B vs. JDWRX (4.06B). FNPFX pays higher dividends than JDWRX: FNPFX (0.79) 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). JDWRX is a more actively managed with annual turnover of: 28.00 vs. FNPFX (24.00). 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 : 11.63 vs. JDWRX (8.99). JDWRX (49.48) and FNPFX (47.56) 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 | 13.140 | 12.610 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 4.06B | 3,846% |
| Annual Yield % from dividends | 0.79 | 0.00 | - |
| Returns for 1 year | 11.63 | 8.99 | 129% |
| Returns for 3 years | 47.32 | 55.01 | 86% |
| Returns for 5 years | 47.56 | 49.48 | 96% |
| Returns for 10 years | N/A | 87.81 | - |
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