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FNWFX vs JOEAX
FNWFX vs JOEAX Comparison
Open Charts FNWFX vs JOEAX
American Funds New World F3
Price$93.42
Change+$0.22 (+0.24%)
VolumeN/A
Net Assets75.3B
JOHCM Emerging Markets Opps Investor
Price$14.90
Change+$0.11 (+0.74%)
VolumeN/A
Net Assets1.4B
FNWFX vs JOEAX Comparison Chart in %
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FNWFX vs. JOEAX commentary
Dec 28, 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 Hold and JOEAX is a Buy.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 75.3B vs. JOEAX (1.4B). FNWFX pays higher dividends than JOEAX: FNWFX (1.00) vs JOEAX (0.70). 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: 37.00 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 : 28.16 vs. FNWFX (19.60). JOEAX return over 5 years is better than : 28.66 vs. FNWFX (12.39).
| 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 | 21.293 | 30.308 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.3B | 1.4B | 5,363% |
| Annual Yield % from dividends | 1.00 | 0.70 | 144% |
| Returns for 1 year | 19.60 | 28.16 | 70% |
| Returns for 3 years | 44.91 | 46.38 | 97% |
| Returns for 5 years | 12.39 | 28.66 | 43% |
| Returns for 10 years | N/A | 90.11 | - |
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