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JDWAX vs RNPHX
JDWAX vs RNPHX Comparison
Open Charts JDWAX vs RNPHX
Janus Henderson Global Research A
Price$119.10
Change-$1.83 (-1.51%)
VolumeN/A
CapitalizationN/A
American Funds New Perspective R5E
Price$64.00
Change-$0.92 (-1.42%)
VolumeN/A
CapitalizationN/A
JDWAX vs RNPHX Comparison Chart
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JDWAX vs. RNPHX commentary
Nov 18, 2024
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 StrongSell and RNPHX is a StrongSell.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 142B vs. JDWAX (3.81B). RNPHX pays higher dividends than JDWAX: RNPHX (1.00) vs JDWAX (0.55). JDWAX was incepted earlier than RNPHX: JDWAX (15 years) vs RNPHX (9 years). JDWAX is a more actively managed with annual turnover of: 24.00 vs. RNPHX (17.00). RNPHX has a lower initial minimum investment than JDWAX: RNPHX (250) vs JDWAX (2500). JDWAX annual gain was more profitable for investors over the last year : 26.23 vs. RNPHX (18.29). JDWAX return over 5 years is better than : 42.86 vs. RNPHX (39.74).
| JDWAX | RNPHX | JDWAX / RNPHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | 23.164 | 15.649 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.81B | 142B | 3% |
| Annual Yield % from dividends | 0.55 | 1.00 | 55% |
| Returns for 1 year | 26.23 | 18.29 | 143% |
| Returns for 3 years | 1.88 | -9.77 | -19% |
| Returns for 5 years | 42.86 | 39.74 | 108% |
| Returns for 10 years | 92.80 | N/A | - |