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JDWRX vs RNPHX
JDWRX vs RNPHX Comparison
Open Charts JDWRX vs RNPHX
Janus Henderson Global Research R
Price$116.82
Change-$1.80 (-1.52%)
VolumeN/A
CapitalizationN/A
American Funds New Perspective R5E
Price$64.00
Change-$0.92 (-1.42%)
VolumeN/A
CapitalizationN/A
JDWRX vs RNPHX Comparison Chart
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JDWRX vs. RNPHX commentary
Nov 18, 2024
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 StrongSell and RNPHX is a StrongSell.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 142B vs. JDWRX (3.81B). RNPHX pays higher dividends than JDWRX: RNPHX (1.00) vs JDWRX (0.11). JDWRX was incepted earlier than RNPHX: JDWRX (12 years) vs RNPHX (9 years). JDWRX is a more actively managed with annual turnover of: 24.00 vs. RNPHX (17.00). RNPHX has a lower initial minimum investment than JDWRX: RNPHX (250) vs JDWRX (2500). JDWRX annual gain was more profitable for investors over the last year : 25.58 vs. RNPHX (18.29). JDWRX (39.75) and RNPHX (39.74) have equivalent 5 years return.
| JDWRX | RNPHX | JDWRX / RNPHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 22.684 | 15.649 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.81B | 142B | 3% |
| Annual Yield % from dividends | 0.11 | 1.00 | 11% |
| Returns for 1 year | 25.58 | 18.29 | 140% |
| Returns for 3 years | 0.36 | -9.77 | -4% |
| Returns for 5 years | 39.75 | 39.74 | 100% |
| Returns for 10 years | 85.39 | N/A | - |