Interact to see
Advertisement
Advertisement
FNPFX vs JDWAX
FNPFX vs JDWAX Comparison
Open Charts FNPFX vs JDWAX
American Funds New Perspective F3
Price$71.33
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets158.35B
Janus Henderson Global Research A
Price$127.26
Change+$0.34 (+0.27%)
VolumeN/A
Net Assets4.24B
FNPFX vs JDWAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FNPFX vs. JDWAX commentary
Jul 27, 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: 158B vs. JDWAX (4.24B). FNPFX pays higher dividends than JDWAX: FNPFX (0.79) vs JDWAX (0.49). FNPFX was incepted earlier than JDWAX: FNPFX (9 years) vs JDWAX (16 years). JDWAX (0.97) is less costly to investors than FNPFX (0.41). JDWAX is a more actively managed with annual turnover of: 28.00 vs. FNPFX (24.00). 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 : 17.43 vs. JDWAX (15.92). JDWAX return over 5 years is better than : 52.01 vs. FNPFX (44.38).
| FNPFX | JDWAX | FNPFX / JDWAX | |
| Total Expense Ratio | 0.41 | 0.97 | 42% |
| Annual Report Gross Expense Ratio | 0.41 | 0.97 | 42% |
| Fund Existence | 9 years | 16 years | - |
| Gain YTD | 14.863 | 15.011 | 99% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 4.24B | 3,724% |
| Annual Yield % from dividends | 0.79 | 0.49 | 160% |
| Returns for 1 year | 17.43 | 15.92 | 109% |
| Returns for 3 years | 46.08 | 56.69 | 81% |
| Returns for 5 years | 44.38 | 52.01 | 85% |
| Returns for 10 years | N/A | 97.27 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers