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CNPFX vs JDWRX
CNPFX vs JDWRX Comparison
Open Charts CNPFX vs JDWRX
American Funds New Perspective 529F
Price$70.01
Change-$2.66 (-3.66%)
VolumeN/A
Net Assets162.72B
Janus Henderson Global Research R
Price$123.03
Change-$5.99 (-4.64%)
VolumeN/A
Net Assets4.46B
CNPFX vs JDWRX Comparison Chart in %
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CNPFX 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 CNPFX is a Hold and JDWRX is a Buy.
FUNDAMENTALS
Fundamentals
CNPFX has more cash in the bank: 163B vs. JDWRX (4.46B). CNPFX pays higher dividends than JDWRX: CNPFX (1.17) vs JDWRX (0.15). CNPFX was incepted earlier than JDWRX: CNPFX (23 years) vs JDWRX (13 years). JDWRX (1.40) is less costly to investors than CNPFX (0.83). JDWRX is a more actively managed with annual turnover of: 33.00 vs. CNPFX (23.00). 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 : 13.02 vs. JDWRX (9.40). JDWRX return over 5 years is better than : 24.02 vs. CNPFX (18.03).
| CNPFX | JDWRX | CNPFX / JDWRX | |
| Total Expense Ratio | 0.83 | 1.40 | 59% |
| Annual Report Gross Expense Ratio | 0.83 | 1.40 | 59% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 1.611 | 1.359 | 119% |
| Front Load | N/A | 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 | 1.17 | 0.15 | 769% |
| Returns for 1 year | 13.02 | 9.40 | 139% |
| Returns for 3 years | 41.75 | 44.20 | 94% |
| Returns for 5 years | 18.03 | 24.02 | 75% |
| Returns for 10 years | 140.44 | 127.45 | 110% |
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