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JDWRX vs RPEBX
JDWRX vs RPEBX Comparison
Open Charts JDWRX vs RPEBX
Janus Henderson Global Research R
Price$117.64
Change-$0.12 (-0.10%)
VolumeN/A
Net Assets3.8B
American Funds New Perspective R2E
Price$65.22
Change-$0.24 (-0.37%)
VolumeN/A
Net Assets150.71B
JDWRX vs RPEBX Comparison Chart
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JDWRX vs. RPEBX commentary
Jun 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 Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 151B vs. JDWRX (3.8B). RPEBX pays higher dividends than JDWRX: RPEBX (0.13) 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 (24.00) and RPEBX (24.00) have comparable annual turnover. RPEBX has a lower initial minimum investment than JDWRX: RPEBX (250) vs JDWRX (2500). RPEBX annual gain was more profitable for investors over the last year : 8.61 vs. JDWRX (6.50). JDWRX (42.25) and RPEBX (40.47) have equivalent 5 years return.
| 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 | 8.076 | 8.431 | 96% |
| 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 | 151B | 3% |
| Annual Yield % from dividends | 0.00 | 0.13 | - |
| Returns for 1 year | 6.50 | 8.61 | 75% |
| Returns for 3 years | 34.55 | 27.83 | 124% |
| Returns for 5 years | 42.25 | 40.47 | 104% |
| Returns for 10 years | 76.42 | 71.21 | 107% |
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