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FNPFX vs JWGRX
FNPFX vs JWGRX Comparison
Open Charts FNPFX vs JWGRX
American Funds New Perspective F3
Price$65.82
Change+$0.10 (+0.15%)
VolumeN/A
Net Assets147B
Janus Henderson Global Research S
Price$117.13
Change+$0.04 (+0.03%)
VolumeN/A
Net Assets3.8B
FNPFX vs JWGRX Comparison Chart
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FNPFX vs. JWGRX commentary
May 15, 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: 147B vs. JWGRX (3.8B). FNPFX pays higher dividends than JWGRX: FNPFX (0.88) 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 : 8.31 vs. JWGRX (5.65). JWGRX (57.69) and FNPFX (56.43) 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 | 5.990 | 4.479 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147B | 3.8B | 3,866% |
| Annual Yield % from dividends | 0.88 | 0.29 | 303% |
| Returns for 1 year | 8.31 | 5.65 | 147% |
| Returns for 3 years | 31.01 | 38.10 | 81% |
| Returns for 5 years | 56.43 | 57.69 | 98% |
| Returns for 10 years | N/A | 71.86 | - |
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