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JDWAX vs RNPHX
JDWAX vs RNPHX Comparison
Open Charts JDWAX vs RNPHX
Janus Henderson Global Research A
Price$121.24
Change+$0.03 (+0.02%)
VolumeN/A
Net Assets4.06B
American Funds New Perspective R5E
Price$67.77
Change-$0.11 (-0.16%)
VolumeN/A
Net Assets152.86B
JDWAX vs RNPHX Comparison Chart in %
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JDWAX vs. RNPHX commentary
Jun 27, 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 RNPHX is a Buy.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 153B vs. JDWAX (4.06B). RNPHX pays higher dividends than JDWAX: RNPHX (0.70) vs JDWAX (0.52). JDWAX was incepted earlier than RNPHX: JDWAX (16 years) vs RNPHX (10 years). JDWAX (0.97) is less costly to investors than RNPHX (0.56). JDWAX is a more actively managed with annual turnover of: 28.00 vs. RNPHX (24.00). RNPHX has a lower initial minimum investment than JDWAX: RNPHX (250) vs JDWAX (2500). RNPHX annual gain was more profitable for investors over the last year : 9.88 vs. JDWAX (7.19). JDWAX return over 5 years is better than : 53.73 vs. RNPHX (49.32).
| JDWAX | RNPHX | JDWAX / RNPHX | |
| Total Expense Ratio | 0.97 | 0.56 | 173% |
| Annual Report Gross Expense Ratio | 0.97 | 0.56 | 173% |
| Fund Existence | 16 years | 10 years | - |
| Gain YTD | 9.544 | 10.303 | 93% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.06B | 153B | 3% |
| Annual Yield % from dividends | 0.52 | 0.70 | 74% |
| Returns for 1 year | 7.19 | 9.88 | 73% |
| Returns for 3 years | 47.81 | 39.22 | 122% |
| Returns for 5 years | 53.73 | 49.32 | 109% |
| Returns for 10 years | 84.60 | N/A | - |
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