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JWGRX vs RNPEX
JWGRX vs RNPEX Comparison
Open Charts JWGRX vs RNPEX
Janus Henderson Global Research S
Price$105.97
Change-$4.70 (-4.25%)
VolumeN/A
Net Assets3.99B
American Funds New Perspective R4
Price$58.01
Change-$2.40 (-3.97%)
VolumeN/A
Net Assets139.04B
JWGRX vs RNPEX Comparison Chart
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JWGRX vs. RNPEX commentary
Apr 04, 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 JWGRX is a Hold and RNPEX is a Hold.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 139B vs. JWGRX (3.99B). RNPEX pays higher dividends than JWGRX: RNPEX (0.56) vs JWGRX (0.29). JWGRX was incepted earlier than RNPEX: JWGRX (16 years) vs RNPEX (23 years). JWGRX (1.13) is less costly to investors than RNPEX (0.76). JWGRX (24.00) and RNPEX (24.00) have comparable annual turnover. RNPEX has a lower initial minimum investment than JWGRX: RNPEX (250) vs JWGRX (2500). RNPEX annual gain was more profitable for investors over the last year : 2.25 vs. JWGRX (1.17). JWGRX return over 5 years is better than : 72.90 vs. RNPEX (68.44).
| JWGRX | RNPEX | JWGRX / RNPEX | |
| Total Expense Ratio | 1.13 | 0.76 | 149% |
| Annual Report Gross Expense Ratio | 1.13 | 0.76 | 149% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | -0.459 | -0.821 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.99B | 139B | 3% |
| Annual Yield % from dividends | 0.29 | 0.56 | 53% |
| Returns for 1 year | 1.17 | 2.25 | 52% |
| Returns for 3 years | 13.98 | 2.32 | 601% |
| Returns for 5 years | 72.90 | 68.44 | 107% |
| Returns for 10 years | 67.37 | 61.92 | 109% |
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