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ANWPX vs JDWRX
ANWPX vs JDWRX Comparison
Open Charts ANWPX vs JDWRX
American Funds New Perspective A
Price$73.04
Change+$0.38 (+0.52%)
VolumeN/A
Net Assets161.39B
Janus Henderson Global Research R
Price$127.60
Change+$0.74 (+0.58%)
VolumeN/A
Net Assets4.36B
ANWPX vs JDWRX Comparison Chart in %
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ANWPX vs. JDWRX commentary
Sep 29, 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 Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 161B vs. JDWRX (4.36B). ANWPX pays higher dividends than JDWRX: ANWPX (0.50) vs JDWRX (0.00). ANWPX was incepted earlier than JDWRX: ANWPX (53 years) vs JDWRX (13 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 : 10.88 vs. JDWRX (9.95). JDWRX return over 5 years is better than : 47.68 vs. ANWPX (41.02).
| ANWPX | JDWRX | ANWPX / JDWRX | |
| Total Expense Ratio | 0.73 | 1.40 | 52% |
| Annual Report Gross Expense Ratio | 0.73 | 1.40 | 52% |
| Fund Existence | 53 years | 13 years | - |
| Gain YTD | 17.598 | 17.107 | 103% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 4.36B | 3,689% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 10.88 | 9.95 | 109% |
| Returns for 3 years | 61.80 | 71.73 | 86% |
| Returns for 5 years | 41.02 | 47.68 | 86% |
| Returns for 10 years | 112.27 | 123.08 | 91% |
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