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ANWPX vs JDWAX
ANWPX vs JDWAX Comparison
Open Charts ANWPX vs JDWAX
American Funds New Perspective A
Price$72.66
Change-$0.69 (-0.94%)
VolumeN/A
Net Assets162.17B
Janus Henderson Global Research A
Price$129.20
Change-$0.91 (-0.70%)
VolumeN/A
Net Assets4.36B
ANWPX vs JDWAX Comparison Chart in %
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ANWPX vs. JDWAX commentary
Sep 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 Hold and JDWAX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 162B vs. JDWAX (4.36B). ANWPX (0.50) and JDWAX (0.48) 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 : 11.62 vs. JDWAX (10.50). JDWAX return over 5 years is better than : 50.08 vs. ANWPX (40.28).
| 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 | 16.986 | 16.765 | 101% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 4.36B | 3,712% |
| Annual Yield % from dividends | 0.50 | 0.48 | 104% |
| Returns for 1 year | 11.62 | 10.50 | 111% |
| Returns for 3 years | 61.17 | 73.01 | 84% |
| Returns for 5 years | 40.28 | 50.08 | 80% |
| Returns for 10 years | 110.50 | 128.98 | 86% |
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