Ad is loading...
JDWAX vs RNPHX
JDWAX vs RNPHX Comparison
Open Charts JDWAX vs RNPHX
Janus Henderson Global Research A
Price$116.65
Change-$0.21 (-0.18%)
VolumeN/A
CapitalizationN/A
American Funds New Perspective R5E
Price$64.33
Change-$0.39 (-0.60%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
JDWAX vs RNPHX Comparison Chart
Loading...
JDWAX vs. RNPHX commentary
Sep 21, 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 StrongBuy and RNPHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 145B 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 : 29.20 vs. RNPHX (23.04). RNPHX (46.21) and JDWAX (45.21) have equivalent 5 years return.
| 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 | 20.848 | 16.245 | 128% |
| 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 | 145B | 3% |
| Annual Yield % from dividends | 0.55 | 1.00 | 55% |
| Returns for 1 year | 29.20 | 23.04 | 127% |
| Returns for 3 years | 5.61 | -3.82 | -147% |
| Returns for 5 years | 45.21 | 46.21 | 98% |
| Returns for 10 years | 93.09 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...