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JWGRX vs RNPFX
JWGRX vs RNPFX Comparison
Open Charts JWGRX vs RNPFX
Janus Henderson Global Research S
Price$117.09
Change+$0.93 (+0.80%)
VolumeN/A
Net Assets3.8B
American Funds New Perspective R5
Price$65.63
Change+$0.53 (+0.81%)
VolumeN/A
Net Assets145.83B
JWGRX vs RNPFX Comparison Chart
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JWGRX vs. RNPFX commentary
May 14, 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 Buy and RNPFX is a Buy.
FUNDAMENTALS
Fundamentals
RNPFX has more cash in the bank: 146B vs. JWGRX (3.8B). RNPFX pays higher dividends than JWGRX: RNPFX (0.82) 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 : 8.74 vs. JWGRX (5.65). JWGRX (57.69) and RNPFX (56.47) 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 | 4.479 | 5.787 | 77% |
| 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 | 146B | 3% |
| Annual Yield % from dividends | 0.29 | 0.82 | 35% |
| Returns for 1 year | 5.65 | 8.74 | 65% |
| Returns for 3 years | 38.10 | 30.66 | 124% |
| Returns for 5 years | 57.69 | 56.47 | 102% |
| Returns for 10 years | 71.86 | 69.72 | 103% |
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