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JDWAX vs RNPFX
JDWAX vs RNPFX Comparison
Open Charts JDWAX vs RNPFX
Janus Henderson Global Research A
Price$125.46
Change-$5.96 (-4.54%)
VolumeN/A
Net Assets4.46B
American Funds New Perspective R5
Price$71.69
Change-$2.65 (-3.56%)
VolumeN/A
Net Assets162.72B
JDWAX vs RNPFX Comparison Chart in %
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JDWAX vs. RNPFX commentary
Feb 04, 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 Buy and RNPFX is a Hold.
FUNDAMENTALS
Fundamentals
RNPFX has more cash in the bank: 163B vs. JDWAX (4.46B). RNPFX pays higher dividends than JDWAX: RNPFX (1.24) vs JDWAX (0.28). JDWAX was incepted earlier than RNPFX: JDWAX (17 years) vs RNPFX (24 years). JDWAX (0.97) is less costly to investors than RNPFX (0.45). JDWAX is a more actively managed with annual turnover of: 33.00 vs. RNPFX (23.00). 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 : 13.29 vs. JDWAX (10.11). JDWAX return over 5 years is better than : 27.25 vs. RNPFX (18.14).
| JDWAX | RNPFX | JDWAX / RNPFX | |
| Total Expense Ratio | 0.97 | 0.45 | 216% |
| Annual Report Gross Expense Ratio | 0.97 | 0.45 | 216% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 1.390 | 1.630 | 85% |
| 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 | 1.24 | 23% |
| Returns for 1 year | 10.11 | 13.29 | 76% |
| Returns for 3 years | 46.63 | 42.76 | 109% |
| Returns for 5 years | 27.25 | 18.14 | 150% |
| Returns for 10 years | 137.30 | 131.36 | 105% |
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