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JWGRX vs RNPHX
JWGRX vs RNPHX Comparison
Open Charts JWGRX vs RNPHX
Janus Henderson Global Research S
Price$125.22
Change-$1.66 (-1.31%)
VolumeN/A
Net Assets4.24B
American Funds New Perspective R5E
Price$68.63
Change-$0.79 (-1.14%)
VolumeN/A
Net Assets155.85B
JWGRX vs RNPHX Comparison Chart in %
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JWGRX vs. RNPHX commentary
Aug 02, 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 Hold.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 156B vs. JWGRX (4.24B). RNPHX pays higher dividends than JWGRX: RNPHX (0.66) vs JWGRX (0.26). 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). JWGRX annual gain was more profitable for investors over the last year : 14.26 vs. RNPHX (13.01). JWGRX return over 5 years is better than : 49.23 vs. RNPHX (38.10).
| 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 | 14.121 | 11.702 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.24B | 156B | 3% |
| Annual Yield % from dividends | 0.26 | 0.66 | 38% |
| Returns for 1 year | 14.26 | 13.01 | 110% |
| Returns for 3 years | 48.57 | 36.07 | 135% |
| Returns for 5 years | 49.23 | 38.10 | 129% |
| Returns for 10 years | 94.23 | N/A | - |
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