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ANWPX vs JDWAX
ANWPX vs JDWAX Comparison
Open Charts ANWPX vs JDWAX
American Funds New Perspective A
Price$67.50
Change-$0.81 (-1.19%)
VolumeN/A
Net Assets150.58B
Janus Henderson Global Research A
Price$119.30
Change-$1.55 (-1.28%)
VolumeN/A
Net Assets4.06B
ANWPX vs JDWAX Comparison Chart
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ANWPX vs. JDWAX commentary
Jun 16, 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: 151B vs. JDWAX (4.06B). ANWPX (0.53) and JDWAX (0.52) 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). ANWPX (24.00) and JDWAX (24.00) have comparable annual turnover. 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 : 8.94 vs. JDWAX (6.34). JDWAX return over 5 years is better than : 51.12 vs. ANWPX (48.42).
| 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 | 8.678 | 7.817 | 111% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 4.06B | 3,723% |
| Annual Yield % from dividends | 0.53 | 0.52 | 103% |
| Returns for 1 year | 8.94 | 6.34 | 141% |
| Returns for 3 years | 43.13 | 51.07 | 84% |
| Returns for 5 years | 48.42 | 51.12 | 95% |
| Returns for 10 years | 77.43 | 82.51 | 94% |
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