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JDWRX vs RNPFX
JDWRX vs RNPFX Comparison
Open Charts JDWRX vs RNPFX
Janus Henderson Global Research R
Price$129.15
Change-$0.07 (-0.05%)
VolumeN/A
Net Assets4.36B
American Funds New Perspective R5
Price$74.59
Change+$0.18 (+0.24%)
VolumeN/A
Net Assets164.14B
JDWRX vs RNPFX Comparison Chart in %
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JDWRX vs. RNPFX commentary
Oct 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 Hold and RNPFX is a Buy.
FUNDAMENTALS
Fundamentals
RNPFX has more cash in the bank: 164B vs. JDWRX (4.36B). RNPFX pays higher dividends than JDWRX: RNPFX (0.70) vs JDWRX (0.00). JDWRX was incepted earlier than RNPFX: JDWRX (13 years) vs RNPFX (23 years). JDWRX (1.40) is less costly to investors than RNPFX (0.46). JDWRX is a more actively managed with annual turnover of: 28.00 vs. RNPFX (24.00). 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 : 14.32 vs. JDWRX (11.35). JDWRX return over 5 years is better than : 44.06 vs. RNPFX (39.41).
| JDWRX | RNPFX | JDWRX / RNPFX | |
| Total Expense Ratio | 1.40 | 0.46 | 304% |
| Annual Report Gross Expense Ratio | 1.40 | 0.46 | 304% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 18.594 | 20.229 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.36B | 164B | 3% |
| Annual Yield % from dividends | 0.00 | 0.70 | - |
| Returns for 1 year | 11.35 | 14.32 | 79% |
| Returns for 3 years | 71.05 | 65.52 | 108% |
| Returns for 5 years | 44.06 | 39.41 | 112% |
| Returns for 10 years | 107.77 | 103.51 | 104% |
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