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CNPFX vs JDWAX
CNPFX vs JDWAX Comparison
Open Charts CNPFX vs JDWAX
American Funds New Perspective 529F
Price$72.37
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
CNPFX vs JDWAX Comparison Chart in %
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CNPFX 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 CNPFX is a Hold and JDWAX is a Buy.
FUNDAMENTALS
Fundamentals
CNPFX has more cash in the bank: 163B vs. JDWAX (4.45B). CNPFX pays higher dividends than JDWAX: CNPFX (0.62) vs JDWAX (0.47). CNPFX was incepted earlier than JDWAX: CNPFX (23 years) vs JDWAX (16 years). JDWAX (0.97) is less costly to investors than CNPFX (0.84). JDWAX is a more actively managed with annual turnover of: 28.00 vs. CNPFX (24.00). CNPFX has a lower initial minimum investment than JDWAX: CNPFX (250) vs JDWAX (2500). CNPFX annual gain was more profitable for investors over the last year : 12.86 vs. JDWAX (9.19). JDWAX return over 5 years is better than : 43.85 vs. CNPFX (36.93).
| CNPFX | JDWAX | CNPFX / JDWAX | |
| Total Expense Ratio | 0.84 | 0.97 | 87% |
| Annual Report Gross Expense Ratio | 0.84 | 0.97 | 87% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 19.226 | 17.415 | 110% |
| Front Load | N/A | 6% | - |
| 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 | 0.62 | 0.47 | 133% |
| Returns for 1 year | 12.86 | 9.19 | 140% |
| Returns for 3 years | 63.24 | 68.40 | 92% |
| Returns for 5 years | 36.93 | 43.85 | 84% |
| Returns for 10 years | 110.65 | 113.55 | 97% |