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JDWAX vs RNPFX
JDWAX vs RNPFX Comparison
Open Charts JDWAX vs RNPFX
Janus Henderson Global Research A
Price$124.86
Change+$1.00 (+0.81%)
VolumeN/A
Net Assets4.06B
American Funds New Perspective R5
Price$70.17
Change+$0.39 (+0.56%)
VolumeN/A
Net Assets156.22B
JDWAX vs RNPFX Comparison Chart in %
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JDWAX vs. RNPFX commentary
Jul 07, 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 RNPFX is a Buy.
FUNDAMENTALS
Fundamentals
RNPFX has more cash in the bank: 156B vs. JDWAX (4.06B). RNPFX pays higher dividends than JDWAX: RNPFX (0.74) vs JDWAX (0.49). JDWAX was incepted earlier than RNPFX: JDWAX (16 years) vs RNPFX (23 years). JDWAX (0.97) is less costly to investors than RNPFX (0.46). JDWAX (24.00) and RNPFX (24.00) have comparable annual turnover. RNPFX has a lower initial minimum investment than JDWAX: RNPFX (250) vs JDWAX (2500). RNPFX annual gain was more profitable for investors over the last year : 11.57 vs. JDWAX (9.40). JDWAX return over 5 years is better than : 52.77 vs. RNPFX (47.33).
| JDWAX | RNPFX | JDWAX / RNPFX | |
| Total Expense Ratio | 0.97 | 0.46 | 211% |
| Annual Report Gross Expense Ratio | 0.97 | 0.46 | 211% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 12.842 | 13.104 | 98% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.06B | 156B | 3% |
| Annual Yield % from dividends | 0.49 | 0.74 | 67% |
| Returns for 1 year | 9.40 | 11.57 | 81% |
| Returns for 3 years | 57.06 | 47.16 | 121% |
| Returns for 5 years | 52.77 | 47.33 | 111% |
| Returns for 10 years | 95.22 | 88.89 | 107% |
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