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JDWAX vs RNPFX
JDWAX vs RNPFX Comparison
Open Charts JDWAX vs RNPFX
Janus Henderson Global Research A
Price$110.18
Change+$0.72 (+0.66%)
VolumeN/A
Net Assets3.99B
American Funds New Perspective R5
Price$61.58
Change+$0.36 (+0.59%)
VolumeN/A
Net Assets137.47B
JDWAX vs RNPFX Comparison Chart
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JDWAX vs. RNPFX 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 RNPFX is a Hold.
FUNDAMENTALS
Fundamentals
RNPFX has more cash in the bank: 137B vs. JDWAX (3.99B). RNPFX pays higher dividends than JDWAX: RNPFX (0.84) vs JDWAX (0.55). JDWAX was incepted earlier than RNPFX: JDWAX (16 years) vs RNPFX (23 years). JDWAX (0.97) is less costly to investors than RNPFX (0.46). JDWAX (24.00) and RNPFX (24.00) have comparable annual turnover. RNPFX has a lower initial minimum investment than JDWAX: RNPFX (250) vs JDWAX (2500). RNPFX annual gain was more profitable for investors over the last year : 3.17 vs. JDWAX (1.84). JDWAX (73.59) and RNPFX (70.60) have equivalent 5 years return.
| JDWAX | RNPFX | JDWAX / RNPFX | |
| Total Expense Ratio | 0.97 | 0.46 | 211% |
| Annual Report Gross Expense Ratio | 0.97 | 0.46 | 211% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | -0.425 | -0.741 | 57% |
| 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 | 0.84 | 66% |
| Returns for 1 year | 1.84 | 3.17 | 58% |
| Returns for 3 years | 15.44 | 4.49 | 344% |
| Returns for 5 years | 73.59 | 70.60 | 104% |
| Returns for 10 years | 69.52 | 65.81 | 106% |
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