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JDWAX vs RNPEX
JDWAX vs RNPEX Comparison
Open Charts JDWAX vs RNPEX
Janus Henderson Global Research A
Price$125.32
Change-$0.79 (-0.63%)
VolumeN/A
Net Assets4.46B
American Funds New Perspective R4
Price$70.70
Change-$0.43 (-0.60%)
VolumeN/A
Net Assets162.72B
JDWAX vs RNPEX Comparison Chart in %
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JDWAX vs. RNPEX commentary
Jan 15, 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 Hold 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 (1.00) 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 (0.76). JDWAX is a more actively managed with annual turnover of: 33.00 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 : 18.01 vs. JDWAX (13.94). JDWAX return over 5 years is better than : 28.88 vs. RNPEX (19.62).
| JDWAX | RNPEX | JDWAX / RNPEX | |
| Total Expense Ratio | 0.97 | 0.76 | 128% |
| Annual Report Gross Expense Ratio | 0.97 | 0.76 | 128% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 1.277 | 2.227 | 57% |
| 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 | 1.00 | 28% |
| Returns for 1 year | 13.94 | 18.01 | 77% |
| Returns for 3 years | 50.21 | 46.72 | 107% |
| Returns for 5 years | 28.88 | 19.62 | 147% |
| Returns for 10 years | 135.51 | 126.16 | 107% |
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