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JDWAX vs RNPHX
JDWAX vs RNPHX Comparison
Open Charts JDWAX vs RNPHX
Janus Henderson Global Research A
Price$119.67
Change-$0.12 (-0.10%)
VolumeN/A
Net Assets3.8B
American Funds New Perspective R5E
Price$66.57
Change-$0.24 (-0.36%)
VolumeN/A
Net Assets150.71B
JDWAX vs RNPHX Comparison Chart
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JDWAX vs. RNPHX commentary
Jun 06, 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: 151B vs. JDWAX (3.8B). 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 (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 : 9.40 vs. JDWAX (6.89). JDWAX (45.36) and RNPHX (44.22) 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 | 10 years | - |
| Gain YTD | 8.260 | 8.740 | 95% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.8B | 151B | 3% |
| Annual Yield % from dividends | 0.52 | 0.70 | 74% |
| Returns for 1 year | 6.89 | 9.40 | 73% |
| Returns for 3 years | 36.32 | 29.71 | 122% |
| Returns for 5 years | 45.36 | 44.22 | 103% |
| Returns for 10 years | 83.34 | N/A | - |