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JDWRX vs RNPEX
JDWRX vs RNPEX Comparison
Open Charts JDWRX vs RNPEX
Janus Henderson Global Research R
Price$123.03
Change-$5.99 (-4.64%)
VolumeN/A
Net Assets4.46B
American Funds New Perspective R4
Price$70.27
Change-$2.55 (-3.50%)
VolumeN/A
Net Assets162.72B
JDWRX vs RNPEX Comparison Chart in %
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JDWRX vs. RNPEX commentary
Feb 05, 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 JDWRX is a Buy and RNPEX is a Hold.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 163B vs. JDWRX (4.46B). RNPEX pays higher dividends than JDWRX: RNPEX (0.97) vs JDWRX (0.15). JDWRX was incepted earlier than RNPEX: JDWRX (13 years) vs RNPEX (24 years). JDWRX (1.40) is less costly to investors than RNPEX (0.75). JDWRX is a more actively managed with annual turnover of: 33.00 vs. RNPEX (23.00). 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 : 12.84 vs. JDWRX (9.40). JDWRX return over 5 years is better than : 24.02 vs. RNPEX (16.29).
| JDWRX | RNPEX | JDWRX / RNPEX | |
| Total Expense Ratio | 1.40 | 0.75 | 187% |
| Annual Report Gross Expense Ratio | 1.40 | 0.75 | 187% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 1.359 | 1.605 | 85% |
| Front Load | N/A | 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 | 0.15 | 0.97 | 16% |
| Returns for 1 year | 9.40 | 12.84 | 73% |
| Returns for 3 years | 44.20 | 41.11 | 108% |
| Returns for 5 years | 24.02 | 16.29 | 147% |
| Returns for 10 years | 127.45 | 126.91 | 100% |
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