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JDWRX vs RNPFX
JDWRX vs RNPFX Comparison
Open Charts JDWRX vs RNPFX
Janus Henderson Global Research R
Price$114.64
Change+$0.92 (+0.81%)
VolumeN/A
Net Assets3.8B
American Funds New Perspective R5
Price$65.63
Change+$0.53 (+0.81%)
VolumeN/A
Net Assets145.83B
JDWRX vs RNPFX Comparison Chart
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JDWRX vs. RNPFX commentary
May 14, 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 Buy.
FUNDAMENTALS
Fundamentals
RNPFX has more cash in the bank: 146B vs. JDWRX (3.8B). RNPFX pays higher dividends than JDWRX: RNPFX (0.82) 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 : 8.74 vs. JDWRX (5.36). RNPFX (56.47) and JDWRX (54.98) 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 | 4.369 | 5.787 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.8B | 146B | 3% |
| Annual Yield % from dividends | 0.00 | 0.82 | - |
| Returns for 1 year | 5.36 | 8.74 | 61% |
| Returns for 3 years | 36.76 | 30.66 | 120% |
| Returns for 5 years | 54.98 | 56.47 | 97% |
| Returns for 10 years | 66.48 | 69.72 | 95% |
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