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FNWFX vs JOEAX
FNWFX vs JOEAX Comparison
Open Charts FNWFX vs JOEAX
American Funds New World F3
Price$95.91
Change-$0.09 (-0.09%)
VolumeN/A
Net Assets74.64B
JOHCM Emerging Markets Opps Investor
Price$14.76
Change-$0.06 (-0.40%)
VolumeN/A
Net Assets1.34B
FNWFX vs JOEAX Comparison Chart in %
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FNWFX vs. JOEAX commentary
Oct 19, 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 FNWFX is a Buy and JOEAX is a Hold.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 74.6B vs. JOEAX (1.34B). FNWFX pays higher dividends than JOEAX: FNWFX (1.02) vs JOEAX (0.71). 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 (37.00) and JOEAX (37.00) have comparable annual turnover. 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 : 23.17 vs. FNWFX (15.60). JOEAX return over 5 years is better than : 47.06 vs. FNWFX (29.89).
| FNWFX | JOEAX | FNWFX / JOEAX | |
| Total Expense Ratio | 0.57 | 1.29 | 44% |
| Annual Report Gross Expense Ratio | 0.57 | 1.29 | 44% |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | 24.526 | 30.044 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.6B | 1.34B | 5,563% |
| Annual Yield % from dividends | 1.02 | 0.71 | 143% |
| Returns for 1 year | 15.60 | 23.17 | 67% |
| Returns for 3 years | 57.84 | 57.18 | 101% |
| Returns for 5 years | 29.89 | 47.06 | 64% |
| Returns for 10 years | N/A | 70.39 | - |
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