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JDWAX vs RPEBX
JDWAX vs RPEBX Comparison
Open Charts JDWAX vs RPEBX
Janus Henderson Global Research A
Price$118.75
Change-$0.53 (-0.44%)
VolumeN/A
Net Assets4.06B
American Funds New Perspective R2E
Price$64.93
Change-$0.39 (-0.60%)
VolumeN/A
Net Assets149.31B
JDWAX vs RPEBX Comparison Chart in %
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JDWAX vs. RPEBX commentary
Jun 22, 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 RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 149B vs. JDWAX (4.06B). JDWAX pays higher dividends than RPEBX: JDWAX (0.52) vs RPEBX (0.13). 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 : 6.81 vs. JDWAX (5.10). JDWAX return over 5 years is better than : 47.11 vs. RPEBX (39.87).
| 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 | 7.320 | 7.553 | 97% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.06B | 149B | 3% |
| Annual Yield % from dividends | 0.52 | 0.13 | 401% |
| Returns for 1 year | 5.10 | 6.81 | 75% |
| Returns for 3 years | 49.25 | 38.60 | 128% |
| Returns for 5 years | 47.11 | 39.87 | 118% |
| Returns for 10 years | 78.55 | 65.77 | 119% |
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