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JWWFX vs RPEBX
JWWFX vs RPEBX Comparison
Open Charts JWWFX vs RPEBX
Janus Henderson Global Research I
Price$120.39
Change-$0.12 (-0.10%)
VolumeN/A
Net Assets3.8B
American Funds New Perspective R2E
Price$65.22
Change-$0.24 (-0.37%)
VolumeN/A
Net Assets150.71B
JWWFX vs RPEBX Comparison Chart
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JWWFX vs. RPEBX commentary
Jun 06, 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: 151B vs. JWWFX (3.8B). 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 (24.00) and RPEBX (24.00) have comparable annual turnover. 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 : 8.61 vs. JWWFX (7.23). JWWFX return over 5 years is better than : 47.94 vs. RPEBX (40.47).
| 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 | 8.392 | 8.431 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.8B | 151B | 3% |
| Annual Yield % from dividends | 0.75 | 0.13 | 583% |
| Returns for 1 year | 7.23 | 8.61 | 84% |
| Returns for 3 years | 37.62 | 27.83 | 135% |
| Returns for 5 years | 47.94 | 40.47 | 118% |
| Returns for 10 years | 90.19 | 71.21 | 127% |
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