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JDWAX vs RNPEX
JDWAX vs RNPEX Comparison
Open Charts JDWAX vs RNPEX
Janus Henderson Global Research A
Price$128.27
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.32B
American Funds New Perspective R4
Price$70.27
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets158.96B
JDWAX vs RNPEX Comparison Chart in %
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JDWAX vs. RNPEX commentary
Aug 17, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 159B vs. JDWAX (4.32B). RNPEX (0.49) 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 annual gain was more profitable for investors over the last year : 15.28 vs. RNPEX (13.55). JDWAX return over 5 years is better than : 47.70 vs. RNPEX (37.89).
| 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 | 15.924 | 15.367 | 104% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.32B | 159B | 3% |
| Annual Yield % from dividends | 0.48 | 0.49 | 99% |
| Returns for 1 year | 15.28 | 13.55 | 113% |
| Returns for 3 years | 44.18 | 34.29 | 129% |
| Returns for 5 years | 47.70 | 37.89 | 126% |
| Returns for 10 years | 99.28 | 86.53 | 115% |
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