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FNPFX vs JWGRX
FNPFX vs JWGRX Comparison
Open Charts FNPFX vs JWGRX
American Funds New Perspective F3
Price$67.05
Change-$0.40 (-0.59%)
VolumeN/A
Net Assets150.22B
Janus Henderson Global Research S
Price$119.25
Change-$0.53 (-0.44%)
VolumeN/A
Net Assets4.06B
FNPFX vs JWGRX Comparison Chart in %
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FNPFX vs. JWGRX commentary
Jun 21, 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: 150B vs. JWGRX (4.06B). FNPFX pays higher dividends than JWGRX: FNPFX (0.82) vs JWGRX (0.27). 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). JWGRX is a more actively managed with annual turnover of: 28.00 vs. FNPFX (24.00). 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 : 7.80 vs. JWGRX (5.47). JWGRX return over 5 years is better than : 47.13 vs. FNPFX (44.60).
| 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 | 7.971 | 7.735 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150B | 4.06B | 3,698% |
| Annual Yield % from dividends | 0.82 | 0.27 | 302% |
| Returns for 1 year | 7.80 | 5.47 | 143% |
| Returns for 3 years | 41.20 | 49.38 | 83% |
| Returns for 5 years | 44.60 | 47.13 | 95% |
| Returns for 10 years | N/A | 78.12 | - |
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