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JDWRX vs RNPEX
JDWRX vs RNPEX Comparison
Open Charts JDWRX vs RNPEX
Janus Henderson Global Research R
Price$117.26
Change-$1.53 (-1.29%)
VolumeN/A
Net Assets4.06B
American Funds New Perspective R4
Price$66.18
Change-$0.80 (-1.19%)
VolumeN/A
Net Assets150.58B
JDWRX vs RNPEX Comparison Chart
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JDWRX vs. RNPEX commentary
Jun 16, 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 JDWRX is a Buy and RNPEX is a Buy.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 151B vs. JDWRX (4.06B). RNPEX pays higher dividends than JDWRX: RNPEX (0.51) vs JDWRX (0.00). JDWRX was incepted earlier than RNPEX: JDWRX (12 years) vs RNPEX (23 years). JDWRX (1.40) is less costly to investors than RNPEX (0.76). JDWRX (24.00) and RNPEX (24.00) have comparable annual turnover. RNPEX has a lower initial minimum investment than JDWRX: RNPEX (250) vs JDWRX (2500). RNPEX annual gain was more profitable for investors over the last year : 8.79 vs. JDWRX (5.93). JDWRX (47.86) and RNPEX (47.70) have equivalent 5 years return.
| JDWRX | RNPEX | JDWRX / RNPEX | |
| Total Expense Ratio | 1.40 | 0.76 | 184% |
| Annual Report Gross Expense Ratio | 1.40 | 0.76 | 184% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 7.617 | 8.652 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.06B | 151B | 3% |
| Annual Yield % from dividends | 0.00 | 0.51 | - |
| Returns for 1 year | 5.93 | 8.79 | 67% |
| Returns for 3 years | 49.10 | 42.74 | 115% |
| Returns for 5 years | 47.86 | 47.70 | 100% |
| Returns for 10 years | 75.59 | 75.95 | 100% |
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