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JDWAX vs RNPEX
JDWAX vs RNPEX Comparison
Open Charts JDWAX vs RNPEX
Janus Henderson Global Research A
Price$128.05
Change-$0.20 (-0.16%)
VolumeN/A
Net Assets4.32B
American Funds New Perspective R4
Price$70.50
Change+$0.34 (+0.48%)
VolumeN/A
Net Assets158.47B
JDWAX vs RNPEX Comparison Chart in %
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JDWAX vs. RNPEX commentary
Sep 06, 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 JDWAX is a Buy and RNPEX is a Buy.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 158B vs. JDWAX (4.32B). RNPEX (0.48) and JDWAX (0.48) have matching dividends . JDWAX was incepted earlier than RNPEX: JDWAX (16 years) vs RNPEX (23 years). JDWAX (0.97) is less costly to investors than RNPEX (0.76). JDWAX is a more actively managed with annual turnover of: 28.00 vs. RNPEX (24.00). RNPEX has a lower initial minimum investment than JDWAX: RNPEX (250) vs JDWAX (2500). JDWAX (14.75) and RNPEX (14.51) have marching annual gain over last year. JDWAX return over 5 years is better than : 44.62 vs. RNPEX (34.21).
| JDWAX | RNPEX | JDWAX / RNPEX | |
| Total Expense Ratio | 0.97 | 0.76 | 128% |
| Annual Report Gross Expense Ratio | 0.97 | 0.76 | 128% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 15.906 | 15.186 | 105% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.32B | 158B | 3% |
| Annual Yield % from dividends | 0.48 | 0.48 | 100% |
| Returns for 1 year | 14.75 | 14.51 | 102% |
| Returns for 3 years | 59.01 | 47.78 | 123% |
| Returns for 5 years | 44.62 | 34.21 | 130% |
| Returns for 10 years | 112.53 | 96.38 | 117% |
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