Interact to see
Advertisement
Advertisement
JWGRX vs RNPHX
JWGRX vs RNPHX Comparison
Open Charts JWGRX vs RNPHX
Janus Henderson Global Research S
Price$119.25
Change-$0.53 (-0.44%)
VolumeN/A
Net Assets4.06B
American Funds New Perspective R5E
Price$66.29
Change-$0.40 (-0.60%)
VolumeN/A
Net Assets150.22B
JWGRX vs RNPHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JWGRX vs. RNPHX commentary
Jun 21, 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 RNPHX is a Buy.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 150B vs. JWGRX (4.06B). RNPHX pays higher dividends than JWGRX: RNPHX (0.70) vs JWGRX (0.27). JWGRX was incepted earlier than RNPHX: JWGRX (16 years) vs RNPHX (10 years). JWGRX (1.13) is less costly to investors than RNPHX (0.56). JWGRX is a more actively managed with annual turnover of: 28.00 vs. RNPHX (24.00). RNPHX has a lower initial minimum investment than JWGRX: RNPHX (250) vs JWGRX (2500). RNPHX annual gain was more profitable for investors over the last year : 7.59 vs. JWGRX (5.47). JWGRX return over 5 years is better than : 47.13 vs. RNPHX (43.62).
| JWGRX | RNPHX | JWGRX / RNPHX | |
| Total Expense Ratio | 1.13 | 0.56 | 202% |
| Annual Report Gross Expense Ratio | 1.13 | 0.56 | 202% |
| Fund Existence | 16 years | 10 years | - |
| Gain YTD | 7.735 | 7.894 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.06B | 150B | 3% |
| Annual Yield % from dividends | 0.27 | 0.70 | 39% |
| Returns for 1 year | 5.47 | 7.59 | 72% |
| Returns for 3 years | 49.38 | 40.66 | 121% |
| Returns for 5 years | 47.13 | 43.62 | 108% |
| Returns for 10 years | 78.12 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers