FNWFX
Price
$98.93
Change
+$2.47 (+2.56%)
Updated
Feb 3 closing price
Net Assets
75.46B
JOEAX
Price
$16.44
Change
+$1.45 (+9.67%)
Updated
Feb 3 closing price
Net Assets
1.54B
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FNWFX vs JOEAX

Header iconFNWFX vs JOEAX Comparison
Open Charts FNWFX vs JOEAXBanner chart's image
American Funds New World F3
Price$98.93
Change+$2.47 (+2.56%)
VolumeN/A
Net Assets75.46B
JOHCM Emerging Markets Opps Investor
Price$16.44
Change+$1.45 (+9.67%)
VolumeN/A
Net Assets1.54B
FNWFX vs JOEAX Comparison Chart in %
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FNWFX vs. JOEAX 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 FNWFX is a Hold and JOEAX is a Hold.

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FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 75.5B vs. JOEAX (1.54B). JOEAX pays higher dividends than FNWFX: JOEAX (2.55) vs FNWFX (1.36). FNWFX was incepted earlier than JOEAX: FNWFX (9 years) vs JOEAX (12 years). JOEAX (1.29) is less costly to investors than FNWFX (0.57). FNWFX is a more actively managed with annual turnover of: 46.00 vs. JOEAX (14.12). JOEAX has a lower initial minimum investment than FNWFX: JOEAX (0) vs FNWFX (1000000). JOEAX annual gain was more profitable for investors over the last year : 43.89 vs. FNWFX (27.96). JOEAX return over 5 years is better than : 33.91 vs. FNWFX (12.58).
FNWFXJOEAXFNWFX / JOEAX
Total Expense Ratio0.571.2944%
Annual Report Gross Expense Ratio0.571.2944%
Fund Existence9 years12 years-
Gain YTD6.1148.47372%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets75.5B1.54B4,893%
Annual Yield % from dividends1.362.5553%
Returns for 1 year27.9643.8964%
Returns for 3 years44.0456.6478%
Returns for 5 years12.5833.9137%
Returns for 10 yearsN/A140.47-
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