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ANWPX vs JDWAX
ANWPX vs JDWAX Comparison
Open Charts ANWPX vs JDWAX
American Funds New Perspective A
Price$74.62
Change+$0.38 (+0.51%)
VolumeN/A
Net Assets162.64B
Janus Henderson Global Research A
Price$132.44
Change+$0.18 (+0.14%)
VolumeN/A
Net Assets4.5B
ANWPX vs JDWAX Comparison Chart in %
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ANWPX vs. JDWAX commentary
Dec 04, 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: 163B vs. JDWAX (4.5B). ANWPX (0.47) and JDWAX (0.46) have matching dividends . ANWPX was incepted earlier than JDWAX: ANWPX (53 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 : 11.61 vs. JDWAX (8.57). JDWAX return over 5 years is better than : 36.06 vs. ANWPX (25.01).
| ANWPX | JDWAX | ANWPX / JDWAX | |
| Total Expense Ratio | 0.73 | 0.97 | 75% |
| Annual Report Gross Expense Ratio | 0.73 | 0.97 | 75% |
| Fund Existence | 53 years | 16 years | - |
| Gain YTD | 19.192 | 19.178 | 100% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 4.5B | 3,621% |
| Annual Yield % from dividends | 0.47 | 0.46 | 103% |
| Returns for 1 year | 11.61 | 8.57 | 135% |
| Returns for 3 years | 44.28 | 52.61 | 84% |
| Returns for 5 years | 25.01 | 36.06 | 69% |
| Returns for 10 years | 92.95 | 114.84 | 81% |
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