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JDWRX vs RNPEX
JDWRX vs RNPEX Comparison
Open Charts JDWRX vs RNPEX
Janus Henderson Global Research R
Price$125.03
Change+$0.32 (+0.26%)
VolumeN/A
Net Assets4.24B
American Funds New Perspective R4
Price$69.82
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets158.35B
JDWRX vs RNPEX Comparison Chart in %
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JDWRX vs. RNPEX 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 JDWRX is a Buy and RNPEX is a Buy.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 158B vs. JDWRX (4.24B). RNPEX pays higher dividends than JDWRX: RNPEX (0.49) 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 is a more actively managed with annual turnover of: 28.00 vs. RNPEX (24.00). 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 : 16.94 vs. JDWRX (15.49). JDWRX return over 5 years is better than : 48.73 vs. RNPEX (42.27).
| 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 | 14.749 | 14.628 | 101% |
| Front Load | N/A | 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 | 0.00 | 0.49 | - |
| Returns for 1 year | 15.49 | 16.94 | 91% |
| Returns for 3 years | 54.64 | 44.81 | 122% |
| Returns for 5 years | 48.73 | 42.27 | 115% |
| Returns for 10 years | 89.79 | 85.67 | 105% |
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