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JWGRX vs RNPFX
JWGRX vs RNPFX Comparison
Open Charts JWGRX vs RNPFX
Janus Henderson Global Research S
Price$105.97
Change-$4.70 (-4.25%)
VolumeN/A
Net Assets3.99B
American Funds New Perspective R5
Price$59.13
Change-$2.45 (-3.98%)
VolumeN/A
Net Assets139.04B
JWGRX vs RNPFX Comparison Chart
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JWGRX vs. RNPFX 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 RNPFX is a Hold.
FUNDAMENTALS
Fundamentals
RNPFX has more cash in the bank: 139B vs. JWGRX (3.99B). RNPFX pays higher dividends than JWGRX: RNPFX (0.84) vs JWGRX (0.29). JWGRX was incepted earlier than RNPFX: JWGRX (16 years) vs RNPFX (23 years). JWGRX (1.13) is less costly to investors than RNPFX (0.46). JWGRX (24.00) and RNPFX (24.00) have comparable annual turnover. RNPFX has a lower initial minimum investment than JWGRX: RNPFX (250) vs JWGRX (2500). RNPFX annual gain was more profitable for investors over the last year : 2.65 vs. JWGRX (1.17). JWGRX (72.90) and RNPFX (70.60) have equivalent 5 years return.
| JWGRX | RNPFX | JWGRX / RNPFX | |
| Total Expense Ratio | 1.13 | 0.46 | 246% |
| Annual Report Gross Expense Ratio | 1.13 | 0.46 | 246% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | -0.459 | -0.741 | 62% |
| 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 | 0.84 | 35% |
| Returns for 1 year | 1.17 | 2.65 | 44% |
| Returns for 3 years | 13.98 | 3.11 | 449% |
| Returns for 5 years | 72.90 | 70.60 | 103% |
| Returns for 10 years | 67.37 | 64.56 | 104% |
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