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JDWRX vs RNPEX
JDWRX vs RNPEX Comparison
Open Charts JDWRX vs RNPEX
Janus Henderson Global Research R
Price$124.41
Change+$0.77 (+0.62%)
VolumeN/A
Net Assets4.24B
American Funds New Perspective R4
Price$69.13
Change+$0.54 (+0.79%)
VolumeN/A
Net Assets155.4B
JDWRX vs RNPEX Comparison Chart in %
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JDWRX vs. RNPEX commentary
Aug 07, 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: 155B vs. JDWRX (4.24B). RNPEX pays higher dividends than JDWRX: RNPEX (0.49) 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 is a more actively managed with annual turnover of: 28.00 vs. RNPEX (24.00). RNPEX has a lower initial minimum investment than JDWRX: RNPEX (250) vs JDWRX (2500). RNPEX (18.55) and JDWRX (18.02) have marching annual gain over last year. JDWRX return over 5 years is better than : 43.17 vs. RNPEX (36.92).
| 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 | 13.473 | 13.495 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.24B | 155B | 3% |
| Annual Yield % from dividends | 0.00 | 0.49 | - |
| Returns for 1 year | 18.02 | 18.55 | 97% |
| Returns for 3 years | 44.06 | 36.14 | 122% |
| Returns for 5 years | 43.17 | 36.92 | 117% |
| Returns for 10 years | 88.80 | 83.12 | 107% |
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