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JAWGX vs RPEBX
JAWGX vs RPEBX Comparison
Open Charts JAWGX vs RPEBX
Janus Henderson VIT Global Rsrch Instl
Price$73.76
Change-$0.05 (-0.07%)
VolumeN/A
Net Assets907.65M
American Funds New Perspective R2E
Price$61.40
Change-$0.08 (-0.13%)
VolumeN/A
Net Assets142.03B
JAWGX vs RPEBX Comparison Chart
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JAWGX vs. RPEBX commentary
May 09, 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 JAWGX is a Buy and RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 142B vs. JAWGX (908M). JAWGX pays higher dividends than RPEBX: JAWGX (0.71) vs RPEBX (0.14). JAWGX was incepted earlier than RPEBX: JAWGX (32 years) vs RPEBX (11 years). RPEBX (1.21) is less costly to investors than JAWGX (0.61). JAWGX is a more actively managed with annual turnover of: 31.00 vs. RPEBX (24.00). JAWGX has a lower initial minimum investment than RPEBX: JAWGX (0) vs RPEBX (250). JAWGX annual gain was more profitable for investors over the last year : 7.61 vs. RPEBX (4.81). JAWGX return over 5 years is better than : 51.45 vs. RPEBX (43.11).
| JAWGX | RPEBX | JAWGX / RPEBX | |
| Total Expense Ratio | 0.61 | 1.21 | 50% |
| Annual Report Gross Expense Ratio | 0.61 | 1.21 | 50% |
| Fund Existence | 32 years | 11 years | - |
| Gain YTD | 1.667 | 1.706 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 908M | 142B | 1% |
| Annual Yield % from dividends | 0.71 | 0.14 | 516% |
| Returns for 1 year | 7.61 | 4.81 | 158% |
| Returns for 3 years | 27.61 | 21.24 | 130% |
| Returns for 5 years | 51.45 | 43.11 | 119% |
| Returns for 10 years | 79.42 | 57.28 | 139% |
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