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JDWAX vs RNPEX
JDWAX vs RNPEX Comparison
Open Charts JDWAX vs RNPEX
Janus Henderson Global Research A
Price$132.44
Change+$0.18 (+0.14%)
VolumeN/A
Net Assets4.5B
American Funds New Perspective R4
Price$73.15
Change+$0.38 (+0.52%)
VolumeN/A
Net Assets162.64B
JDWAX vs RNPEX Comparison Chart in %
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JDWAX vs. RNPEX commentary
Dec 04, 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: 163B 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 (24 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 : 11.46 vs. JDWAX (8.57). JDWAX return over 5 years is better than : 36.06 vs. RNPEX (24.37).
| 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 | 24 years | - |
| Gain YTD | 19.178 | 19.127 | 100% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.5B | 163B | 3% |
| Annual Yield % from dividends | 0.46 | 0.46 | 101% |
| Returns for 1 year | 8.57 | 11.46 | 75% |
| Returns for 3 years | 52.61 | 43.85 | 120% |
| Returns for 5 years | 36.06 | 24.37 | 148% |
| Returns for 10 years | 114.84 | 91.31 | 126% |
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