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FNPFX vs JDWRX
FNPFX vs JDWRX Comparison
Open Charts FNPFX vs JDWRX
American Funds New Perspective F3
Price$71.33
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets158.35B
Janus Henderson Global Research R
Price$125.03
Change+$0.32 (+0.26%)
VolumeN/A
Net Assets4.24B
FNPFX vs JDWRX Comparison Chart in %
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FNPFX vs. JDWRX 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 JDWRX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 158B vs. JDWRX (4.24B). FNPFX pays higher dividends than JDWRX: FNPFX (0.79) vs JDWRX (0.00). FNPFX was incepted earlier than JDWRX: FNPFX (9 years) vs JDWRX (12 years). JDWRX (1.40) is less costly to investors than FNPFX (0.41). JDWRX is a more actively managed with annual turnover of: 28.00 vs. FNPFX (24.00). JDWRX has a lower initial minimum investment than FNPFX: JDWRX (2500) vs FNPFX (1000000). FNPFX annual gain was more profitable for investors over the last year : 17.43 vs. JDWRX (15.49). JDWRX return over 5 years is better than : 48.73 vs. FNPFX (44.38).
| FNPFX | JDWRX | FNPFX / JDWRX | |
| Total Expense Ratio | 0.41 | 1.40 | 29% |
| Annual Report Gross Expense Ratio | 0.41 | 1.40 | 29% |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | 14.863 | 14.749 | 101% |
| Front Load | N/A | N/A | - |
| 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 | 0.00 | - |
| Returns for 1 year | 17.43 | 15.49 | 113% |
| Returns for 3 years | 46.08 | 54.64 | 84% |
| Returns for 5 years | 44.38 | 48.73 | 91% |
| Returns for 10 years | N/A | 89.79 | - |
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