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JDWAX vs RNPFX
JDWAX vs RNPFX Comparison
Open Charts JDWAX vs RNPFX
Janus Henderson Global Research A
Price$113.52
Change+$1.03 (+0.92%)
VolumeN/A
Net Assets3.83B
American Funds New Perspective R5
Price$63.33
Change+$0.41 (+0.65%)
VolumeN/A
Net Assets143.88B
JDWAX vs RNPFX Comparison Chart
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JDWAX vs. RNPFX commentary
Jan 18, 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 Hold and RNPFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNPFX has more cash in the bank: 144B vs. JDWAX (3.83B). RNPFX pays higher dividends than JDWAX: RNPFX (1.07) vs JDWAX (0.55). JDWAX was incepted earlier than RNPFX: JDWAX (16 years) vs RNPFX (23 years). JDWAX is a more actively managed with annual turnover of: 24.00 vs. RNPFX (17.00). RNPFX has a lower initial minimum investment than JDWAX: RNPFX (250) vs JDWAX (2500). JDWAX annual gain was more profitable for investors over the last year : 17.95 vs. RNPFX (15.73). RNPFX return over 5 years is better than : 33.16 vs. JDWAX (31.37).
| JDWAX | RNPFX | JDWAX / RNPFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 2.594 | 2.079 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.83B | 144B | 3% |
| Annual Yield % from dividends | 0.55 | 1.07 | 52% |
| Returns for 1 year | 17.95 | 15.73 | 114% |
| Returns for 3 years | 15.59 | 2.97 | 525% |
| Returns for 5 years | 31.37 | 33.16 | 95% |
| Returns for 10 years | 86.97 | 79.67 | 109% |
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