JANWX vs. ANWPX
Compare and contrast key facts about Janus Henderson Global Research Fund (JANWX) and American Funds New Perspective Fund Class A (ANWPX).
JANWX is managed by Janus. It was launched on Feb 24, 2005. ANWPX is managed by American Funds. It was launched on Mar 13, 1973.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JANWX or ANWPX.
Correlation
The correlation between JANWX and ANWPX is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
JANWX vs. ANWPX - Performance Comparison
Key characteristics
JANWX:
0.15
ANWPX:
0.29
JANWX:
0.39
ANWPX:
0.55
JANWX:
1.06
ANWPX:
1.08
JANWX:
0.19
ANWPX:
0.25
JANWX:
0.59
ANWPX:
1.07
JANWX:
6.54%
ANWPX:
5.46%
JANWX:
20.22%
ANWPX:
18.83%
JANWX:
-36.32%
ANWPX:
-50.43%
JANWX:
-8.43%
ANWPX:
-10.83%
Returns By Period
In the year-to-date period, JANWX achieves a 1.92% return, which is significantly lower than ANWPX's 2.29% return. Both investments have delivered pretty close results over the past 10 years, with JANWX having a 5.76% annualized return and ANWPX not far behind at 5.69%.
JANWX
1.92%
6.21%
-7.14%
3.11%
8.73%
5.76%
ANWPX
2.29%
8.32%
-3.89%
5.39%
8.24%
5.69%
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JANWX vs. ANWPX - Expense Ratio Comparison
JANWX has a 0.75% expense ratio, which is higher than ANWPX's 0.72% expense ratio.
Risk-Adjusted Performance
JANWX vs. ANWPX — Risk-Adjusted Performance Rank
JANWX
ANWPX
JANWX vs. ANWPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Global Research Fund (JANWX) and American Funds New Perspective Fund Class A (ANWPX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
JANWX vs. ANWPX - Dividend Comparison
JANWX's dividend yield for the trailing twelve months is around 0.79%, more than ANWPX's 0.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JANWX Janus Henderson Global Research Fund | 0.79% | 0.80% | 0.87% | 1.03% | 0.53% | 0.40% | 0.99% | 0.92% | 0.68% | 0.83% | 0.81% | 1.02% |
ANWPX American Funds New Perspective Fund Class A | 0.58% | 0.59% | 0.94% | 0.84% | 0.33% | 0.13% | 1.01% | 1.18% | 0.45% | 0.82% | 0.72% | 7.58% |
Drawdowns
JANWX vs. ANWPX - Drawdown Comparison
The maximum JANWX drawdown since its inception was -36.32%, smaller than the maximum ANWPX drawdown of -50.43%. Use the drawdown chart below to compare losses from any high point for JANWX and ANWPX. For additional features, visit the drawdowns tool.
Volatility
JANWX vs. ANWPX - Volatility Comparison
Janus Henderson Global Research Fund (JANWX) has a higher volatility of 5.93% compared to American Funds New Perspective Fund Class A (ANWPX) at 5.54%. This indicates that JANWX's price experiences larger fluctuations and is considered to be riskier than ANWPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.