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JWGRX vs RNPEX
JWGRX vs RNPEX Comparison
Open Charts JWGRX vs RNPEX
Janus Henderson Global Research S
Price$114.05
Change+$1.02 (+0.90%)
VolumeN/A
Net Assets3.83B
American Funds New Perspective R4
Price$62.17
Change+$0.40 (+0.65%)
VolumeN/A
Net Assets144.81B
JWGRX vs RNPEX Comparison Chart
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JWGRX vs. RNPEX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 145B vs. JWGRX (3.83B). RNPEX pays higher dividends than JWGRX: RNPEX (0.83) vs JWGRX (0.43). JWGRX was incepted earlier than RNPEX: JWGRX (16 years) vs RNPEX (23 years). JWGRX is a more actively managed with annual turnover of: 24.00 vs. RNPEX (17.00). RNPEX has a lower initial minimum investment than JWGRX: RNPEX (250) vs JWGRX (2500). JWGRX annual gain was more profitable for investors over the last year : 17.80 vs. RNPEX (15.28). RNPEX (31.45) and JWGRX (30.87) have equivalent 5 years return.
| JWGRX | RNPEX | JWGRX / RNPEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 2.581 | 2.069 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.83B | 145B | 3% |
| Annual Yield % from dividends | 0.43 | 0.83 | 52% |
| Returns for 1 year | 17.80 | 15.28 | 116% |
| Returns for 3 years | 15.20 | 2.18 | 696% |
| Returns for 5 years | 30.87 | 31.45 | 98% |
| Returns for 10 years | 85.66 | 76.84 | 111% |
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