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ANWPX vs JDWAX
ANWPX vs JDWAX Comparison
Open Charts ANWPX vs JDWAX
American Funds New Perspective A
Price$71.21
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets158.35B
Janus Henderson Global Research A
Price$127.26
Change+$0.34 (+0.27%)
VolumeN/A
Net Assets4.24B
ANWPX vs JDWAX Comparison Chart in %
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ANWPX vs. JDWAX commentary
Jul 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 ANWPX is a Buy and JDWAX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 158B vs. JDWAX (4.24B). ANWPX (0.51) and JDWAX (0.49) have matching dividends . ANWPX was incepted earlier than JDWAX: ANWPX (52 years) vs JDWAX (16 years). JDWAX (0.97) is less costly to investors than ANWPX (0.73). JDWAX is a more actively managed with annual turnover of: 28.00 vs. ANWPX (24.00). ANWPX (6%) and JDWAX (6%) have equivalent initial investment costs. ANWPX has a lower initial minimum investment than JDWAX: ANWPX (250) vs JDWAX (2500). ANWPX annual gain was more profitable for investors over the last year : 17.07 vs. JDWAX (15.92). JDWAX return over 5 years is better than : 52.01 vs. ANWPX (42.99).
| ANWPX | JDWAX | ANWPX / JDWAX | |
| Total Expense Ratio | 0.73 | 0.97 | 75% |
| Annual Report Gross Expense Ratio | 0.73 | 0.97 | 75% |
| Fund Existence | 52 years | 16 years | - |
| Gain YTD | 14.651 | 15.011 | 98% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 4.24B | 3,724% |
| Annual Yield % from dividends | 0.51 | 0.49 | 103% |
| Returns for 1 year | 17.07 | 15.92 | 107% |
| Returns for 3 years | 45.17 | 56.69 | 80% |
| Returns for 5 years | 42.99 | 52.01 | 83% |
| Returns for 10 years | 87.23 | 97.27 | 90% |
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