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JDWAX vs RNPEX
JDWAX vs RNPEX Comparison
Open Charts JDWAX vs RNPEX
Janus Henderson Global Research A
Price$127.26
Change+$0.34 (+0.27%)
VolumeN/A
Net Assets4.24B
American Funds New Perspective R4
Price$69.82
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets158.35B
JDWAX vs RNPEX Comparison Chart in %
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JDWAX vs. RNPEX 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 JDWAX is a Buy and RNPEX is a Buy.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 158B vs. JDWAX (4.24B). JDWAX (0.49) and RNPEX (0.49) 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). RNPEX annual gain was more profitable for investors over the last year : 16.94 vs. JDWAX (15.92). JDWAX return over 5 years is better than : 52.01 vs. RNPEX (42.27).
| 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 | 15.011 | 14.628 | 103% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.24B | 158B | 3% |
| Annual Yield % from dividends | 0.49 | 0.49 | 101% |
| Returns for 1 year | 15.92 | 16.94 | 94% |
| Returns for 3 years | 56.69 | 44.81 | 127% |
| Returns for 5 years | 52.01 | 42.27 | 123% |
| Returns for 10 years | 97.27 | 85.67 | 114% |
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