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JDWRX vs RPEBX
JDWRX vs RPEBX Comparison
Open Charts JDWRX vs RPEBX
Janus Henderson Global Research R
Price$124.41
Change+$0.77 (+0.62%)
VolumeN/A
Net Assets4.24B
American Funds New Perspective R2E
Price$68.34
Change+$0.54 (+0.80%)
VolumeN/A
Net Assets155.4B
JDWRX vs RPEBX Comparison Chart in %
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JDWRX vs. RPEBX commentary
Aug 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 RPEBX is a Hold.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 155B vs. JDWRX (4.24B). RPEBX pays higher dividends than JDWRX: RPEBX (0.12) vs JDWRX (0.00). JDWRX was incepted earlier than RPEBX: JDWRX (12 years) vs RPEBX (11 years). JDWRX (1.40) is less costly to investors than RPEBX (1.21). JDWRX is a more actively managed with annual turnover of: 28.00 vs. RPEBX (24.00). RPEBX has a lower initial minimum investment than JDWRX: RPEBX (250) vs JDWRX (2500). JDWRX (18.02) and RPEBX (17.97) have marching annual gain over last year. JDWRX return over 5 years is better than : 43.17 vs. RPEBX (34.41).
| JDWRX | RPEBX | JDWRX / RPEBX | |
| Total Expense Ratio | 1.40 | 1.21 | 116% |
| Annual Report Gross Expense Ratio | 1.40 | 1.21 | 116% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 13.473 | 13.202 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.24B | 155B | 3% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 18.02 | 17.97 | 100% |
| Returns for 3 years | 44.06 | 34.81 | 127% |
| Returns for 5 years | 43.17 | 34.41 | 125% |
| Returns for 10 years | 88.80 | 77.45 | 115% |
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