Interact to see
Advertisement
Advertisement
JDWRX vs RNPHX
JDWRX vs RNPHX Comparison
Open Charts JDWRX vs RNPHX
Janus Henderson Global Research R
Price$122.70
Change+$0.98 (+0.81%)
VolumeN/A
Net Assets4.06B
American Funds New Perspective R5E
Price$69.46
Change+$0.38 (+0.55%)
VolumeN/A
Net Assets156.22B
JDWRX vs RNPHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JDWRX vs. RNPHX commentary
Jul 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 Buy and RNPHX is a Buy.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 156B vs. JDWRX (4.06B). RNPHX pays higher dividends than JDWRX: RNPHX (0.67) vs JDWRX (0.00). JDWRX was incepted earlier than RNPHX: JDWRX (12 years) vs RNPHX (10 years). JDWRX (1.40) is less costly to investors than RNPHX (0.56). JDWRX is a more actively managed with annual turnover of: 28.00 vs. RNPHX (24.00). RNPHX has a lower initial minimum investment than JDWRX: RNPHX (250) vs JDWRX (2500). RNPHX annual gain was more profitable for investors over the last year : 11.41 vs. JDWRX (8.99). JDWRX return over 5 years is better than : 49.48 vs. RNPHX (46.57).
| JDWRX | RNPHX | JDWRX / RNPHX | |
| Total Expense Ratio | 1.40 | 0.56 | 250% |
| Annual Report Gross Expense Ratio | 1.40 | 0.56 | 250% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 12.610 | 13.053 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.06B | 156B | 3% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 8.99 | 11.41 | 79% |
| Returns for 3 years | 55.01 | 46.75 | 118% |
| Returns for 5 years | 49.48 | 46.57 | 106% |
| Returns for 10 years | 87.81 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement