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ANWPX vs JDWAX
ANWPX vs JDWAX Comparison
Open Charts ANWPX vs JDWAX
American Funds New Perspective A
Price$70.16
Change+$0.39 (+0.56%)
VolumeN/A
Net Assets156.22B
Janus Henderson Global Research A
Price$124.86
Change+$1.00 (+0.81%)
VolumeN/A
Net Assets4.06B
ANWPX vs JDWAX Comparison Chart in %
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ANWPX vs. JDWAX commentary
Jul 07, 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: 156B vs. JDWAX (4.06B). 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). 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 : 11.28 vs. JDWAX (9.40). JDWAX return over 5 years is better than : 52.77 vs. ANWPX (46.16).
| 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 | 12.961 | 12.842 | 101% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 4.06B | 3,846% |
| Annual Yield % from dividends | 0.51 | 0.49 | 103% |
| Returns for 1 year | 11.28 | 9.40 | 120% |
| Returns for 3 years | 46.44 | 57.06 | 81% |
| Returns for 5 years | 46.16 | 52.77 | 87% |
| Returns for 10 years | 87.42 | 95.22 | 92% |
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