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JWGRX vs RNPFX
JWGRX vs RNPFX Comparison
Open Charts JWGRX vs RNPFX
Janus Henderson Global Research S
Price$115.92
Change-$1.98 (-1.68%)
VolumeN/A
Net Assets4.02B
American Funds New Perspective R5
Price$64.92
Change-$0.80 (-1.22%)
VolumeN/A
Net Assets147.51B
JWGRX vs RNPFX Comparison Chart
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JWGRX vs. RNPFX commentary
Feb 23, 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 StrongBuy and RNPFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNPFX has more cash in the bank: 148B vs. JWGRX (4.02B). RNPFX pays higher dividends than JWGRX: RNPFX (1.07) vs JWGRX (0.43). JWGRX was incepted earlier than RNPFX: JWGRX (16 years) vs RNPFX (23 years). JWGRX is a more actively managed with annual turnover of: 24.00 vs. RNPFX (17.00). RNPFX has a lower initial minimum investment than JWGRX: RNPFX (250) vs JWGRX (2500). JWGRX (10.89) and RNPFX (10.73) have marching annual gain over last year. RNPFX return over 5 years is better than : 35.40 vs. JWGRX (33.14).
| JWGRX | RNPFX | JWGRX / RNPFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 4.263 | 4.642 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.02B | 148B | 3% |
| Annual Yield % from dividends | 0.43 | 1.07 | 40% |
| Returns for 1 year | 10.89 | 10.73 | 102% |
| Returns for 3 years | 23.84 | 15.15 | 157% |
| Returns for 5 years | 33.14 | 35.40 | 94% |
| Returns for 10 years | 76.65 | 74.81 | 102% |