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FNPFX vs JWGRX
FNPFX vs JWGRX Comparison
Open Charts FNPFX vs JWGRX
American Funds New Perspective F3
Price$60.00
Change+$0.93 (+1.57%)
VolumeN/A
Net Assets132.87B
Janus Henderson Global Research S
Price$107.21
Change+$1.59 (+1.51%)
VolumeN/A
Net Assets3.77B
FNPFX vs JWGRX Comparison Chart
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FNPFX vs. JWGRX commentary
Apr 24, 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 JWGRX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 133B vs. JWGRX (3.77B). FNPFX pays higher dividends than JWGRX: FNPFX (0.90) vs JWGRX (0.29). FNPFX was incepted earlier than JWGRX: FNPFX (8 years) vs JWGRX (16 years). JWGRX (1.13) is less costly to investors than FNPFX (0.41). FNPFX (24.00) and JWGRX (24.00) have comparable annual turnover. JWGRX has a lower initial minimum investment than FNPFX: JWGRX (2500) vs FNPFX (1000000). FNPFX annual gain was more profitable for investors over the last year : 1.04 vs. JWGRX (-0.94). JWGRX (45.29) and FNPFX (44.22) have equivalent 5 years return.
| FNPFX | JWGRX | FNPFX / JWGRX | |
| Total Expense Ratio | 0.41 | 1.13 | 36% |
| Annual Report Gross Expense Ratio | 0.41 | 1.13 | 36% |
| Fund Existence | 8 years | 16 years | - |
| Gain YTD | -4.879 | -5.001 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 3.77B | 3,527% |
| Annual Yield % from dividends | 0.90 | 0.29 | 305% |
| Returns for 1 year | 1.04 | -0.94 | -111% |
| Returns for 3 years | 8.54 | 18.61 | 46% |
| Returns for 5 years | 44.22 | 45.29 | 98% |
| Returns for 10 years | N/A | 56.93 | - |
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