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CNPFX vs JDWRX
CNPFX vs JDWRX Comparison
Open Charts CNPFX vs JDWRX
American Funds New Perspective 529F
Price$73.15
Change+$0.78 (+1.08%)
VolumeN/A
Net Assets162.86B
Janus Henderson Global Research R
Price$128.51
Change+$0.97 (+0.76%)
VolumeN/A
Net Assets4.45B
CNPFX vs JDWRX Comparison Chart in %
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CNPFX vs. JDWRX commentary
Oct 22, 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 JDWRX is a Buy.
FUNDAMENTALS
Fundamentals
CNPFX has more cash in the bank: 163B vs. JDWRX (4.45B). CNPFX pays higher dividends than JDWRX: CNPFX (0.62) vs JDWRX (0.00). CNPFX was incepted earlier than JDWRX: CNPFX (23 years) vs JDWRX (13 years). JDWRX (1.40) is less costly to investors than CNPFX (0.84). JDWRX is a more actively managed with annual turnover of: 28.00 vs. CNPFX (24.00). CNPFX has a lower initial minimum investment than JDWRX: CNPFX (250) vs JDWRX (2500). CNPFX annual gain was more profitable for investors over the last year : 13.49 vs. JDWRX (8.94). JDWRX return over 5 years is better than : 43.55 vs. CNPFX (39.61).
| CNPFX | JDWRX | CNPFX / JDWRX | |
| Total Expense Ratio | 0.84 | 1.40 | 60% |
| Annual Report Gross Expense Ratio | 0.84 | 1.40 | 60% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 20.511 | 17.942 | 114% |
| Front Load | N/A | N/A | - |
| 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 | 0.00 | - |
| Returns for 1 year | 13.49 | 8.94 | 151% |
| Returns for 3 years | 64.53 | 65.89 | 98% |
| Returns for 5 years | 39.61 | 43.55 | 91% |
| Returns for 10 years | 108.14 | 104.21 | 104% |
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