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JDWAX vs RNPHX
JDWAX vs RNPHX Comparison
Open Charts JDWAX vs RNPHX
Janus Henderson Global Research A
Price$109.51
Change+$0.59 (+0.54%)
VolumeN/A
Net Assets3.77B
American Funds New Perspective R5E
Price$60.99
Change+$0.51 (+0.84%)
VolumeN/A
Net Assets138.68B
JDWAX vs RNPHX Comparison Chart
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JDWAX vs. RNPHX commentary
Apr 28, 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: 139B vs. JDWAX (3.77B). RNPHX pays higher dividends than JDWAX: RNPHX (0.76) vs JDWAX (0.55). JDWAX was incepted earlier than RNPHX: JDWAX (16 years) vs RNPHX (9 years). JDWAX (0.97) is less costly to investors than RNPHX (0.56). JDWAX (24.00) and RNPHX (24.00) have comparable annual turnover. 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 : 5.82 vs. JDWAX (3.38). JDWAX (51.93) and RNPHX (49.58) have equivalent 5 years return.
| 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 | 9 years | - |
| Gain YTD | -1.030 | -0.732 | 141% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.77B | 139B | 3% |
| Annual Yield % from dividends | 0.55 | 0.76 | 73% |
| Returns for 1 year | 3.38 | 5.82 | 58% |
| Returns for 3 years | 27.56 | 17.18 | 160% |
| Returns for 5 years | 51.93 | 49.58 | 105% |
| Returns for 10 years | 65.60 | N/A | - |
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