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JDWAX vs RNPAX
JDWAX vs RNPAX Comparison
Open Charts JDWAX vs RNPAX
Janus Henderson Global Research A
Price$110.18
Change+$0.72 (+0.66%)
VolumeN/A
Net Assets3.99B
American Funds New Perspective R1
Price$56.46
Change+$0.33 (+0.59%)
VolumeN/A
Net Assets137.47B
JDWAX vs RNPAX Comparison Chart
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JDWAX vs. RNPAX commentary
Apr 03, 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 JDWAX is a Buy and RNPAX is a Hold.
FUNDAMENTALS
Fundamentals
RNPAX has more cash in the bank: 137B vs. JDWAX (3.99B). JDWAX pays higher dividends than RNPAX: JDWAX (0.55) vs RNPAX (0.00). JDWAX was incepted earlier than RNPAX: JDWAX (16 years) vs RNPAX (23 years). RNPAX (1.49) is less costly to investors than JDWAX (0.97). JDWAX (24.00) and RNPAX (24.00) have comparable annual turnover. RNPAX has a lower initial minimum investment than JDWAX: RNPAX (250) vs JDWAX (2500). JDWAX annual gain was more profitable for investors over the last year : 1.84 vs. RNPAX (1.73). JDWAX return over 5 years is better than : 73.59 vs. RNPAX (61.59).
| JDWAX | RNPAX | JDWAX / RNPAX | |
| Total Expense Ratio | 0.97 | 1.49 | 65% |
| Annual Report Gross Expense Ratio | 0.97 | 1.49 | 65% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | -0.425 | -0.999 | 42% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.99B | 137B | 3% |
| Annual Yield % from dividends | 0.55 | 0.00 | - |
| Returns for 1 year | 1.84 | 1.73 | 106% |
| Returns for 3 years | 15.44 | 1.38 | 1,121% |
| Returns for 5 years | 73.59 | 61.59 | 119% |
| Returns for 10 years | 69.52 | 54.89 | 127% |
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