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JWGRX vs RPEBX
JWGRX vs RPEBX Comparison
Open Charts JWGRX vs RPEBX
Janus Henderson Global Research S
Price$125.64
Change+$0.14 (+0.11%)
VolumeN/A
Net Assets4.24B
American Funds New Perspective R2E
Price$68.19
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets156.34B
JWGRX vs RPEBX Comparison Chart in %
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JWGRX vs. RPEBX commentary
Jul 11, 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 RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 156B vs. JWGRX (4.24B). JWGRX pays higher dividends than RPEBX: JWGRX (0.26) vs RPEBX (0.12). JWGRX was incepted earlier than RPEBX: JWGRX (16 years) vs RPEBX (11 years). RPEBX (1.21) is less costly to investors than JWGRX (1.13). JWGRX is a more actively managed with annual turnover of: 28.00 vs. RPEBX (24.00). RPEBX has a lower initial minimum investment than JWGRX: RPEBX (250) vs JWGRX (2500). RPEBX annual gain was more profitable for investors over the last year : 9.15 vs. JWGRX (7.81). JWGRX return over 5 years is better than : 49.13 vs. RPEBX (38.53).
| JWGRX | RPEBX | JWGRX / RPEBX | |
| Total Expense Ratio | 1.13 | 1.21 | 93% |
| Annual Report Gross Expense Ratio | 1.13 | 1.21 | 93% |
| Fund Existence | 16 years | 11 years | - |
| Gain YTD | 12.880 | 12.953 | 99% |
| 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 | 0.12 | 212% |
| Returns for 1 year | 7.81 | 9.15 | 85% |
| Returns for 3 years | 57.17 | 44.94 | 127% |
| Returns for 5 years | 49.13 | 38.53 | 128% |
| Returns for 10 years | 90.85 | 76.79 | 118% |
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