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FNPFX vs JDWAX
FNPFX vs JDWAX Comparison
Open Charts FNPFX vs JDWAX
American Funds New Perspective F3
Price$70.26
Change+$0.39 (+0.56%)
VolumeN/A
Net Assets156.22B
Janus Henderson Global Research A
Price$124.86
Change+$1.00 (+0.81%)
VolumeN/A
Net Assets4.06B
FNPFX vs JDWAX Comparison Chart in %
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FNPFX vs. JDWAX commentary
Jul 07, 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 FNPFX is a Buy and JDWAX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 156B vs. JDWAX (4.06B). FNPFX pays higher dividends than JDWAX: FNPFX (0.79) vs JDWAX (0.49). FNPFX was incepted earlier than JDWAX: FNPFX (8 years) vs JDWAX (16 years). JDWAX (0.97) is less costly to investors than FNPFX (0.41). FNPFX (24.00) and JDWAX (24.00) have comparable annual turnover. JDWAX has a lower initial minimum investment than FNPFX: JDWAX (2500) vs FNPFX (1000000). FNPFX annual gain was more profitable for investors over the last year : 11.63 vs. JDWAX (9.40). JDWAX return over 5 years is better than : 52.77 vs. FNPFX (47.56).
| FNPFX | JDWAX | FNPFX / JDWAX | |
| Total Expense Ratio | 0.41 | 0.97 | 42% |
| Annual Report Gross Expense Ratio | 0.41 | 0.97 | 42% |
| Fund Existence | 8 years | 16 years | - |
| Gain YTD | 13.140 | 12.842 | 102% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 4.06B | 3,846% |
| Annual Yield % from dividends | 0.79 | 0.49 | 160% |
| Returns for 1 year | 11.63 | 9.40 | 124% |
| Returns for 3 years | 47.32 | 57.06 | 83% |
| Returns for 5 years | 47.56 | 52.77 | 90% |
| Returns for 10 years | N/A | 95.22 | - |
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