Interact to see
Advertisement
Advertisement
FNPFX vs JWGRX
FNPFX vs JWGRX Comparison
Open Charts FNPFX vs JWGRX
American Funds New Perspective F3
Price$70.26
Change+$0.39 (+0.56%)
VolumeN/A
Net Assets156.22B
Janus Henderson Global Research S
Price$125.37
Change+$1.00 (+0.80%)
VolumeN/A
Net Assets4.06B
FNPFX vs JWGRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FNPFX vs. JWGRX 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 JWGRX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 156B vs. JWGRX (4.06B). FNPFX pays higher dividends than JWGRX: FNPFX (0.79) vs JWGRX (0.26). FNPFX was incepted earlier than JWGRX: FNPFX (8 years) vs JWGRX (16 years). JWGRX (1.13) is less costly to investors than FNPFX (0.41). FNPFX (24.00) and JWGRX (24.00) have comparable annual turnover. JWGRX has a lower initial minimum investment than FNPFX: JWGRX (2500) vs FNPFX (1000000). FNPFX annual gain was more profitable for investors over the last year : 11.63 vs. JWGRX (9.29). JWGRX return over 5 years is better than : 52.08 vs. FNPFX (47.56).
| FNPFX | JWGRX | FNPFX / JWGRX | |
| Total Expense Ratio | 0.41 | 1.13 | 36% |
| Annual Report Gross Expense Ratio | 0.41 | 1.13 | 36% |
| Fund Existence | 8 years | 16 years | - |
| Gain YTD | 13.140 | 12.763 | 103% |
| Front Load | N/A | N/A | - |
| 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 | 0.26 | 302% |
| Returns for 1 year | 11.63 | 9.29 | 125% |
| Returns for 3 years | 47.32 | 56.50 | 84% |
| Returns for 5 years | 47.56 | 52.08 | 91% |
| Returns for 10 years | N/A | 93.88 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ALMZX | 27.70 | 0.31 | +1.13% |
| Alger MidCap Growth Institutional Z-2 | |||
| SLVAX | 36.31 | 0.23 | +0.64% |
| Columbia Select Large Cap Value A | |||
| QIBGX | 22.94 | 0.10 | +0.44% |
| Federated Hermes MDT Balanced IS | |||
| RRMVX | 30.80 | 0.12 | +0.39% |
| T. Rowe Price Mid-Cap Value R | |||
| ERHSX | 14.05 | -0.03 | -0.21% |
| Eaton Vance Worldwide Health Sci R | |||