Interact to see
Advertisement
Advertisement
JDWAX vs RPEBX
JDWAX vs RPEBX Comparison
Open Charts JDWAX vs RPEBX
Janus Henderson Global Research A
Price$125.11
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets4.24B
American Funds New Perspective R2E
Price$68.17
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets156.49B
JDWAX vs RPEBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JDWAX vs. RPEBX commentary
Jul 19, 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 Hold and RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 156B vs. JDWAX (4.24B). JDWAX pays higher dividends than RPEBX: JDWAX (0.49) vs RPEBX (0.12). JDWAX was incepted earlier than RPEBX: JDWAX (16 years) vs RPEBX (11 years). RPEBX (1.21) is less costly to investors than JDWAX (0.97). JDWAX is a more actively managed with annual turnover of: 28.00 vs. RPEBX (24.00). RPEBX has a lower initial minimum investment than JDWAX: RPEBX (250) vs JDWAX (2500). RPEBX annual gain was more profitable for investors over the last year : 11.05 vs. JDWAX (10.10). JDWAX return over 5 years is better than : 48.82 vs. RPEBX (37.90).
| JDWAX | RPEBX | JDWAX / RPEBX | |
| Total Expense Ratio | 0.97 | 1.21 | 80% |
| Annual Report Gross Expense Ratio | 0.97 | 1.21 | 80% |
| Fund Existence | 16 years | 11 years | - |
| Gain YTD | 13.059 | 12.937 | 101% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.24B | 156B | 3% |
| Annual Yield % from dividends | 0.49 | 0.12 | 400% |
| Returns for 1 year | 10.10 | 11.05 | 91% |
| Returns for 3 years | 57.67 | 44.95 | 128% |
| Returns for 5 years | 48.82 | 37.90 | 129% |
| Returns for 10 years | 90.52 | 74.56 | 121% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement