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JDWRX vs RNPEX
JDWRX vs RNPEX Comparison
Open Charts JDWRX vs RNPEX
Janus Henderson Global Research R
Price$111.76
Change+$1.00 (+0.90%)
VolumeN/A
Net Assets3.83B
American Funds New Perspective R4
Price$62.17
Change+$0.40 (+0.65%)
VolumeN/A
Net Assets144.81B
JDWRX vs RNPEX Comparison Chart
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JDWRX vs. RNPEX commentary
Jan 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 JDWRX is a Hold and RNPEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 145B vs. JDWRX (3.83B). RNPEX pays higher dividends than JDWRX: RNPEX (0.83) vs JDWRX (0.11). JDWRX was incepted earlier than RNPEX: JDWRX (12 years) vs RNPEX (23 years). JDWRX is a more actively managed with annual turnover of: 24.00 vs. RNPEX (17.00). RNPEX has a lower initial minimum investment than JDWRX: RNPEX (250) vs JDWRX (2500). JDWRX annual gain was more profitable for investors over the last year : 17.49 vs. RNPEX (15.28). RNPEX return over 5 years is better than : 31.45 vs. JDWRX (28.61).
| JDWRX | RNPEX | JDWRX / RNPEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 2.570 | 2.069 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.83B | 145B | 3% |
| Annual Yield % from dividends | 0.11 | 0.83 | 14% |
| Returns for 1 year | 17.49 | 15.28 | 114% |
| Returns for 3 years | 14.10 | 2.18 | 645% |
| Returns for 5 years | 28.61 | 31.45 | 91% |
| Returns for 10 years | 79.86 | 76.84 | 104% |
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