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ANWPX vs JWGRX
ANWPX vs JWGRX Comparison
Open Charts ANWPX vs JWGRX
American Funds New Perspective A
Price$67.50
Change-$0.81 (-1.19%)
VolumeN/A
Net Assets150.58B
Janus Henderson Global Research S
Price$119.80
Change-$1.56 (-1.29%)
VolumeN/A
Net Assets4.06B
ANWPX vs JWGRX Comparison Chart
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ANWPX vs. JWGRX 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 JWGRX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 151B vs. JWGRX (4.06B). ANWPX pays higher dividends than JWGRX: ANWPX (0.53) vs JWGRX (0.27). ANWPX was incepted earlier than JWGRX: ANWPX (52 years) vs JWGRX (16 years). JWGRX (1.13) is less costly to investors than ANWPX (0.73). ANWPX (24.00) and JWGRX (24.00) have comparable annual turnover. ANWPX has a lower initial minimum investment than JWGRX: ANWPX (250) vs JWGRX (2500). ANWPX annual gain was more profitable for investors over the last year : 8.94 vs. JWGRX (6.22). JWGRX (50.46) and ANWPX (48.42) have equivalent 5 years return.
| ANWPX | JWGRX | ANWPX / JWGRX | |
| Total Expense Ratio | 0.73 | 1.13 | 65% |
| Annual Report Gross Expense Ratio | 0.73 | 1.13 | 65% |
| Fund Existence | 52 years | 16 years | - |
| Gain YTD | 8.678 | 7.753 | 112% |
| Front Load | 6% | N/A | - |
| 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 | 0.27 | 195% |
| Returns for 1 year | 8.94 | 6.22 | 144% |
| Returns for 3 years | 43.13 | 50.53 | 85% |
| Returns for 5 years | 48.42 | 50.46 | 96% |
| Returns for 10 years | 77.43 | 81.29 | 95% |
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