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ANWPX vs JDWAX
ANWPX vs JDWAX Comparison
Open Charts ANWPX vs JDWAX
American Funds New Perspective A
Price$73.97
Change+$0.14 (+0.19%)
VolumeN/A
Net Assets162.58B
Janus Henderson Global Research A
Price$129.92
Change+$0.13 (+0.10%)
VolumeN/A
Net Assets4.45B
ANWPX vs JDWAX Comparison Chart in %
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ANWPX vs. JDWAX commentary
Oct 19, 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 Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 163B vs. JDWAX (4.45B). ANWPX (0.48) and JDWAX (0.47) 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 : 12.82 vs. JDWAX (9.19). JDWAX return over 5 years is better than : 43.85 vs. ANWPX (35.42).
| ANWPX | JDWAX | ANWPX / JDWAX | |
| Total Expense Ratio | 0.73 | 0.97 | 75% |
| Annual Report Gross Expense Ratio | 0.73 | 0.97 | 75% |
| Fund Existence | 53 years | 16 years | - |
| Gain YTD | 19.095 | 17.415 | 110% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 4.45B | 3,660% |
| Annual Yield % from dividends | 0.48 | 0.47 | 103% |
| Returns for 1 year | 12.82 | 9.19 | 139% |
| Returns for 3 years | 61.71 | 68.40 | 90% |
| Returns for 5 years | 35.42 | 43.85 | 81% |
| Returns for 10 years | 99.22 | 113.55 | 87% |
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