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ANWPX vs JDWRX
ANWPX vs JDWRX Comparison
Open Charts ANWPX vs JDWRX
American Funds New Perspective A
Price$71.21
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets158.35B
Janus Henderson Global Research R
Price$125.03
Change+$0.32 (+0.26%)
VolumeN/A
Net Assets4.24B
ANWPX vs JDWRX Comparison Chart in %
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ANWPX vs. JDWRX commentary
Jul 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 Buy and JDWRX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 158B vs. JDWRX (4.24B). ANWPX pays higher dividends than JDWRX: ANWPX (0.51) vs JDWRX (0.00). ANWPX was incepted earlier than JDWRX: ANWPX (52 years) vs JDWRX (12 years). JDWRX (1.40) is less costly to investors than ANWPX (0.73). JDWRX is a more actively managed with annual turnover of: 28.00 vs. ANWPX (24.00). ANWPX has a lower initial minimum investment than JDWRX: ANWPX (250) vs JDWRX (2500). ANWPX annual gain was more profitable for investors over the last year : 17.07 vs. JDWRX (15.49). JDWRX return over 5 years is better than : 48.73 vs. ANWPX (42.99).
| ANWPX | JDWRX | ANWPX / JDWRX | |
| Total Expense Ratio | 0.73 | 1.40 | 52% |
| Annual Report Gross Expense Ratio | 0.73 | 1.40 | 52% |
| Fund Existence | 52 years | 12 years | - |
| Gain YTD | 14.651 | 14.749 | 99% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 4.24B | 3,724% |
| Annual Yield % from dividends | 0.51 | 0.00 | - |
| Returns for 1 year | 17.07 | 15.49 | 110% |
| Returns for 3 years | 45.17 | 54.64 | 83% |
| Returns for 5 years | 42.99 | 48.73 | 88% |
| Returns for 10 years | 87.23 | 89.79 | 97% |
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