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JWWFX vs RPEBX
JWWFX vs RPEBX Comparison
Open Charts JWWFX vs RPEBX
Janus Henderson Global Research I
Price$122.00
Change+$0.03 (+0.02%)
VolumeN/A
Net Assets4.06B
American Funds New Perspective R2E
Price$66.38
Change-$0.11 (-0.17%)
VolumeN/A
Net Assets152.86B
JWWFX vs RPEBX Comparison Chart in %
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JWWFX vs. RPEBX commentary
Jun 27, 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: 153B vs. JWWFX (4.06B). JWWFX pays higher dividends than RPEBX: JWWFX (0.75) vs RPEBX (0.13). 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 : 9.09 vs. JWWFX (7.54). JWWFX return over 5 years is better than : 56.45 vs. RPEBX (45.45).
| 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 | 9.705 | 9.955 | 97% |
| 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 | 153B | 3% |
| Annual Yield % from dividends | 0.75 | 0.13 | 583% |
| Returns for 1 year | 7.54 | 9.09 | 83% |
| Returns for 3 years | 49.24 | 37.18 | 132% |
| Returns for 5 years | 56.45 | 45.45 | 124% |
| Returns for 10 years | 91.49 | 70.99 | 129% |
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