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CNPAX vs JDWRX
CNPAX vs JDWRX Comparison
Open Charts CNPAX vs JDWRX
American Funds New Perspective 529A
Price$70.41
Change-$2.56 (-3.51%)
VolumeN/A
Net Assets162.72B
Janus Henderson Global Research R
Price$123.03
Change-$5.99 (-4.64%)
VolumeN/A
Net Assets4.46B
CNPAX vs JDWRX Comparison Chart in %
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CNPAX vs. JDWRX commentary
Feb 05, 2026
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 CNPAX is a Hold and JDWRX is a Buy.
FUNDAMENTALS
Fundamentals
CNPAX has more cash in the bank: 163B vs. JDWRX (4.46B). CNPAX pays higher dividends than JDWRX: CNPAX (0.99) vs JDWRX (0.15). CNPAX was incepted earlier than JDWRX: CNPAX (24 years) vs JDWRX (13 years). JDWRX (1.40) is less costly to investors than CNPAX (0.74). JDWRX is a more actively managed with annual turnover of: 33.00 vs. CNPAX (23.00). CNPAX has a lower initial minimum investment than JDWRX: CNPAX (250) vs JDWRX (2500). CNPAX annual gain was more profitable for investors over the last year : 12.85 vs. JDWRX (9.40). JDWRX return over 5 years is better than : 24.02 vs. CNPAX (17.17).
| CNPAX | JDWRX | CNPAX / JDWRX | |
| Total Expense Ratio | 0.74 | 1.40 | 53% |
| Annual Report Gross Expense Ratio | 0.74 | 1.40 | 53% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 1.602 | 1.359 | 118% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 4.46B | 3,658% |
| Annual Yield % from dividends | 0.99 | 0.15 | 654% |
| Returns for 1 year | 12.85 | 9.40 | 137% |
| Returns for 3 years | 41.12 | 44.20 | 93% |
| Returns for 5 years | 17.17 | 24.02 | 71% |
| Returns for 10 years | 136.09 | 127.45 | 107% |
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