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JWWFX vs RPEBX
JWWFX vs RPEBX Comparison
Open Charts JWWFX vs RPEBX
Janus Henderson Global Research I
Price$125.91
Change+$0.90 (+0.72%)
VolumeN/A
Net Assets4.24B
American Funds New Perspective R2E
Price$68.18
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets155.52B
JWWFX vs RPEBX Comparison Chart in %
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JWWFX vs. RPEBX commentary
Jul 18, 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 JWWFX is a Buy and RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 156B vs. JWWFX (4.24B). JWWFX pays higher dividends than RPEBX: JWWFX (0.71) vs RPEBX (0.12). JWWFX was incepted earlier than RPEBX: JWWFX (16 years) vs RPEBX (11 years). RPEBX (1.21) is less costly to investors than JWWFX (0.70). JWWFX is a more actively managed with annual turnover of: 28.00 vs. RPEBX (24.00). RPEBX has a lower initial minimum investment than JWWFX: RPEBX (250) vs JWWFX (2500). RPEBX annual gain was more profitable for investors over the last year : 11.05 vs. JWWFX (9.68). JWWFX return over 5 years is better than : 50.37 vs. RPEBX (37.90).
| JWWFX | RPEBX | JWWFX / RPEBX | |
| Total Expense Ratio | 0.70 | 1.21 | 58% |
| Annual Report Gross Expense Ratio | 0.70 | 1.21 | 58% |
| Fund Existence | 16 years | 11 years | - |
| Gain YTD | 12.439 | 12.937 | 96% |
| 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 | 0.71 | 0.12 | 581% |
| Returns for 1 year | 9.68 | 11.05 | 88% |
| Returns for 3 years | 58.04 | 44.95 | 129% |
| Returns for 5 years | 50.37 | 37.90 | 133% |
| Returns for 10 years | 96.24 | 74.56 | 129% |
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