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JDWAX vs RPEBX
JDWAX vs RPEBX Comparison
Open Charts JDWAX vs RPEBX
Janus Henderson Global Research A
Price$116.65
Change-$0.21 (-0.18%)
VolumeN/A
CapitalizationN/A
American Funds New Perspective R2E
Price$62.99
Change-$0.38 (-0.60%)
VolumeN/A
CapitalizationN/A
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JDWAX vs RPEBX Comparison Chart
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JDWAX vs. RPEBX 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 RPEBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 145B vs. JDWAX (3.81B). JDWAX pays higher dividends than RPEBX: JDWAX (0.55) vs RPEBX (0.46). JDWAX was incepted earlier than RPEBX: JDWAX (15 years) vs RPEBX (10 years). JDWAX is a more actively managed with annual turnover of: 24.00 vs. RPEBX (17.00). RPEBX has a lower initial minimum investment than JDWAX: RPEBX (250) vs JDWAX (2500). JDWAX annual gain was more profitable for investors over the last year : 29.20 vs. RPEBX (22.17). JDWAX (45.21) and RPEBX (43.36) have equivalent 5 years return.
| JDWAX | RPEBX | JDWAX / RPEBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 20.848 | 15.727 | 133% |
| 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 | 0.46 | 120% |
| Returns for 1 year | 29.20 | 22.17 | 132% |
| Returns for 3 years | 5.61 | -5.24 | -107% |
| Returns for 5 years | 45.21 | 43.36 | 104% |
| Returns for 10 years | 93.09 | 66.03 | 141% |
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