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JDWAX vs RNPEX
JDWAX vs RNPEX Comparison
Open Charts JDWAX vs RNPEX
Janus Henderson Global Research A
Price$110.18
Change+$0.72 (+0.66%)
VolumeN/A
Net Assets3.99B
American Funds New Perspective R4
Price$60.41
Change+$0.35 (+0.58%)
VolumeN/A
Net Assets137.47B
JDWAX vs RNPEX Comparison Chart
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JDWAX vs. RNPEX 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 RNPEX is a Hold.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 137B vs. JDWAX (3.99B). RNPEX (0.56) and JDWAX (0.55) have matching dividends . JDWAX was incepted earlier than RNPEX: JDWAX (16 years) vs RNPEX (23 years). JDWAX (0.97) is less costly to investors than RNPEX (0.76). JDWAX (24.00) and RNPEX (24.00) have comparable annual turnover. RNPEX has a lower initial minimum investment than JDWAX: RNPEX (250) vs JDWAX (2500). RNPEX annual gain was more profitable for investors over the last year : 2.77 vs. JDWAX (1.84). JDWAX return over 5 years is better than : 73.59 vs. RNPEX (68.44).
| JDWAX | RNPEX | JDWAX / RNPEX | |
| Total Expense Ratio | 0.97 | 0.76 | 128% |
| Annual Report Gross Expense Ratio | 0.97 | 0.76 | 128% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | -0.425 | -0.821 | 52% |
| 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 | 0.56 | 100% |
| Returns for 1 year | 1.84 | 2.77 | 66% |
| Returns for 3 years | 15.44 | 3.67 | 420% |
| Returns for 5 years | 73.59 | 68.44 | 108% |
| Returns for 10 years | 69.52 | 63.12 | 110% |
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