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JDWAX vs RNPFX
JDWAX vs RNPFX Comparison
Open Charts JDWAX vs RNPFX
Janus Henderson Global Research A
Price$127.26
Change+$0.34 (+0.27%)
VolumeN/A
Net Assets4.24B
American Funds New Perspective R5
Price$71.24
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets158.35B
JDWAX vs RNPFX Comparison Chart in %
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JDWAX vs. RNPFX commentary
Jul 27, 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: 158B vs. JDWAX (4.24B). 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 is a more actively managed with annual turnover of: 28.00 vs. RNPFX (24.00). 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 : 17.38 vs. JDWAX (15.92). JDWAX return over 5 years is better than : 52.01 vs. RNPFX (44.12).
| 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 | 15.011 | 14.829 | 101% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.24B | 158B | 3% |
| Annual Yield % from dividends | 0.49 | 0.74 | 67% |
| Returns for 1 year | 15.92 | 17.38 | 92% |
| Returns for 3 years | 56.69 | 45.93 | 123% |
| Returns for 5 years | 52.01 | 44.12 | 118% |
| Returns for 10 years | 97.27 | 88.70 | 110% |
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