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JDWAX vs RNPEX
JDWAX vs RNPEX Comparison
Open Charts JDWAX vs RNPEX
Janus Henderson Global Research A
Price$125.46
Change-$5.96 (-4.54%)
VolumeN/A
Net Assets4.46B
American Funds New Perspective R4
Price$70.27
Change-$2.55 (-3.50%)
VolumeN/A
Net Assets162.72B
JDWAX vs RNPEX Comparison Chart in %
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JDWAX vs. RNPEX commentary
Feb 04, 2026
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 JDWAX is a Buy and RNPEX is a Hold.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 163B vs. JDWAX (4.46B). RNPEX pays higher dividends than JDWAX: RNPEX (0.97) vs JDWAX (0.28). JDWAX was incepted earlier than RNPEX: JDWAX (17 years) vs RNPEX (24 years). JDWAX (0.97) is less costly to investors than RNPEX (0.75). JDWAX is a more actively managed with annual turnover of: 33.00 vs. RNPEX (23.00). RNPEX has a lower initial minimum investment than JDWAX: RNPEX (250) vs JDWAX (2500). RNPEX annual gain was more profitable for investors over the last year : 12.84 vs. JDWAX (10.11). JDWAX return over 5 years is better than : 27.25 vs. RNPEX (16.29).
| JDWAX | RNPEX | JDWAX / RNPEX | |
| Total Expense Ratio | 0.97 | 0.75 | 129% |
| Annual Report Gross Expense Ratio | 0.97 | 0.75 | 129% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 1.390 | 1.605 | 87% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.46B | 163B | 3% |
| Annual Yield % from dividends | 0.28 | 0.97 | 29% |
| Returns for 1 year | 10.11 | 12.84 | 79% |
| Returns for 3 years | 46.63 | 41.11 | 113% |
| Returns for 5 years | 27.25 | 16.29 | 167% |
| Returns for 10 years | 137.30 | 126.91 | 108% |
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