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FNWFX vs JOEAX
FNWFX vs JOEAX Comparison
Open Charts FNWFX vs JOEAX
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 04, 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.
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).
| 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 | 6.114 | 8.473 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.5B | 1.54B | 4,893% |
| Annual Yield % from dividends | 1.36 | 2.55 | 53% |
| Returns for 1 year | 27.96 | 43.89 | 64% |
| Returns for 3 years | 44.04 | 56.64 | 78% |
| Returns for 5 years | 12.58 | 33.91 | 37% |
| Returns for 10 years | N/A | 140.47 | - |
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