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JDWAX vs RNPEX
JDWAX vs RNPEX Comparison
Open Charts JDWAX vs RNPEX
Janus Henderson Global Research A
Price$131.30
Change-$2.08 (-1.56%)
VolumeN/A
Net Assets4.5B
American Funds New Perspective R4
Price$72.60
Change-$1.21 (-1.64%)
VolumeN/A
Net Assets165.22B
JDWAX vs RNPEX Comparison Chart in %
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JDWAX vs. RNPEX commentary
Nov 14, 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: 165B vs. JDWAX (4.5B). JDWAX (0.46) and RNPEX (0.46) 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 : 14.56 vs. JDWAX (10.43). JDWAX return over 5 years is better than : 41.79 vs. RNPEX (33.55).
| 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 | 20.542 | 21.179 | 97% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.5B | 165B | 3% |
| Annual Yield % from dividends | 0.46 | 0.46 | 101% |
| Returns for 1 year | 10.43 | 14.56 | 72% |
| Returns for 3 years | 57.91 | 50.62 | 114% |
| Returns for 5 years | 41.79 | 33.55 | 125% |
| Returns for 10 years | 123.61 | 100.37 | 123% |
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