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FNPFX vs JDWRX
FNPFX vs JDWRX Comparison
Open Charts FNPFX vs JDWRX
American Funds New Perspective F3
Price$67.59
Change-$0.81 (-1.18%)
VolumeN/A
Net Assets150.58B
Janus Henderson Global Research R
Price$117.26
Change-$1.53 (-1.29%)
VolumeN/A
Net Assets4.06B
FNPFX vs JDWRX Comparison Chart
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FNPFX vs. JDWRX commentary
Jun 16, 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: 151B vs. JDWRX (4.06B). FNPFX pays higher dividends than JDWRX: FNPFX (0.82) vs JDWRX (0.00). FNPFX was incepted earlier than JDWRX: FNPFX (8 years) vs JDWRX (12 years). JDWRX (1.40) is less costly to investors than FNPFX (0.41). FNPFX (24.00) and JDWRX (24.00) have comparable annual turnover. 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 : 9.28 vs. JDWRX (5.93). FNPFX (49.86) and JDWRX (47.86) have equivalent 5 years return.
| FNPFX | JDWRX | FNPFX / JDWRX | |
| Total Expense Ratio | 0.41 | 1.40 | 29% |
| Annual Report Gross Expense Ratio | 0.41 | 1.40 | 29% |
| Fund Existence | 8 years | 12 years | - |
| Gain YTD | 8.841 | 7.617 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 4.06B | 3,723% |
| Annual Yield % from dividends | 0.82 | 0.00 | - |
| Returns for 1 year | 9.28 | 5.93 | 156% |
| Returns for 3 years | 44.00 | 49.10 | 90% |
| Returns for 5 years | 49.86 | 47.86 | 104% |
| Returns for 10 years | N/A | 75.59 | - |
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