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JDWRX vs RNPFX
JDWRX vs RNPFX Comparison
Open Charts JDWRX vs RNPFX
Janus Henderson Global Research R
Price$103.78
Change-$4.60 (-4.24%)
VolumeN/A
Net Assets3.99B
American Funds New Perspective R5
Price$59.13
Change-$2.45 (-3.98%)
VolumeN/A
Net Assets139.04B
JDWRX vs RNPFX Comparison Chart
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JDWRX vs. RNPFX 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 RNPFX is a Hold.
FUNDAMENTALS
Fundamentals
RNPFX has more cash in the bank: 139B vs. JDWRX (3.99B). RNPFX pays higher dividends than JDWRX: RNPFX (0.84) vs JDWRX (0.00). JDWRX was incepted earlier than RNPFX: JDWRX (12 years) vs RNPFX (23 years). JDWRX (1.40) is less costly to investors than RNPFX (0.46). JDWRX (24.00) and RNPFX (24.00) have comparable annual turnover. RNPFX has a lower initial minimum investment than JDWRX: RNPFX (250) vs JDWRX (2500). RNPFX annual gain was more profitable for investors over the last year : 2.65 vs. JDWRX (0.88). RNPFX (70.60) and JDWRX (69.91) have equivalent 5 years return.
| JDWRX | RNPFX | JDWRX / RNPFX | |
| Total Expense Ratio | 1.40 | 0.46 | 304% |
| Annual Report Gross Expense Ratio | 1.40 | 0.46 | 304% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | -0.532 | -0.741 | 72% |
| 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 | 139B | 3% |
| Annual Yield % from dividends | 0.00 | 0.84 | - |
| Returns for 1 year | 0.88 | 2.65 | 33% |
| Returns for 3 years | 12.89 | 3.11 | 414% |
| Returns for 5 years | 69.91 | 70.60 | 99% |
| Returns for 10 years | 62.13 | 64.56 | 96% |
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