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JDWAX vs RNPFX
JDWAX vs RNPFX Comparison
Open Charts JDWAX vs RNPFX
Janus Henderson Global Research A
Price$127.04
Change+$0.51 (+0.40%)
VolumeN/A
Net Assets4.32B
American Funds New Perspective R5
Price$70.93
Change+$0.22 (+0.31%)
VolumeN/A
Net Assets156.96B
JDWAX vs RNPFX Comparison Chart in %
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JDWAX vs. RNPFX commentary
Aug 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 JDWAX is a Buy and RNPFX is a Buy.
FUNDAMENTALS
Fundamentals
RNPFX has more cash in the bank: 157B vs. JDWAX (4.32B). RNPFX pays higher dividends than JDWAX: RNPFX (0.74) vs JDWAX (0.48). 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 is a more actively managed with annual turnover of: 28.00 vs. RNPFX (24.00). RNPFX has a lower initial minimum investment than JDWAX: RNPFX (250) vs JDWAX (2500). JDWAX (17.47) and RNPFX (17.31) have marching annual gain over last year. JDWAX return over 5 years is better than : 47.70 vs. RNPFX (39.45).
| 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 | 14.812 | 14.329 | 103% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.32B | 157B | 3% |
| Annual Yield % from dividends | 0.48 | 0.74 | 66% |
| Returns for 1 year | 17.47 | 17.31 | 101% |
| Returns for 3 years | 48.43 | 38.85 | 125% |
| Returns for 5 years | 47.70 | 39.45 | 121% |
| Returns for 10 years | 97.51 | 87.11 | 112% |
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