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JDWRX vs RNPEX
JDWRX vs RNPEX Comparison
Open Charts JDWRX vs RNPEX
Janus Henderson Global Research R
Price$108.38
Change+$0.70 (+0.65%)
VolumeN/A
Net Assets3.99B
American Funds New Perspective R4
Price$60.41
Change+$0.35 (+0.58%)
VolumeN/A
Net Assets137.47B
JDWRX vs RNPEX Comparison Chart
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JDWRX vs. RNPEX commentary
Apr 04, 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 JDWRX is a Buy and RNPEX is a Hold.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 137B vs. JDWRX (3.99B). RNPEX pays higher dividends than JDWRX: RNPEX (0.56) vs JDWRX (0.00). JDWRX was incepted earlier than RNPEX: JDWRX (12 years) vs RNPEX (23 years). JDWRX (1.40) is less costly to investors than RNPEX (0.76). JDWRX (24.00) and RNPEX (24.00) have comparable annual turnover. RNPEX has a lower initial minimum investment than JDWRX: RNPEX (250) vs JDWRX (2500). RNPEX annual gain was more profitable for investors over the last year : 2.77 vs. JDWRX (1.44). JDWRX (69.91) and RNPEX (68.44) have equivalent 5 years return.
| JDWRX | RNPEX | JDWRX / RNPEX | |
| Total Expense Ratio | 1.40 | 0.76 | 184% |
| Annual Report Gross Expense Ratio | 1.40 | 0.76 | 184% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | -0.532 | -0.821 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.99B | 137B | 3% |
| Annual Yield % from dividends | 0.00 | 0.56 | - |
| Returns for 1 year | 1.44 | 2.77 | 52% |
| Returns for 3 years | 13.94 | 3.67 | 379% |
| Returns for 5 years | 69.91 | 68.44 | 102% |
| Returns for 10 years | 63.08 | 63.12 | 100% |
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