Interact to see
Advertisement
Advertisement
FNWFX vs JOEIX
FNWFX vs JOEIX Comparison
Open Charts FNWFX vs JOEIX
American Funds New World F3
Price$91.76
Change+$0.67 (+0.74%)
VolumeN/A
Net Assets71.9B
JOHCM Emerging Markets Opps Advisor
Price$13.92
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets1.29B
FNWFX vs JOEIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FNWFX vs. JOEIX commentary
Sep 08, 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 JOEIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 71.9B vs. JOEIX (1.3B). FNWFX pays higher dividends than JOEIX: FNWFX (1.06) vs JOEIX (0.91). FNWFX was incepted earlier than JOEIX: FNWFX (9 years) vs JOEIX (13 years). JOEIX (1.14) is less costly to investors than FNWFX (0.57). FNWFX (37.00) and JOEIX (37.00) have comparable annual turnover. JOEIX has a lower initial minimum investment than FNWFX: JOEIX (0) vs FNWFX (1000000). JOEIX annual gain was more profitable for investors over the last year : 25.66 vs. FNWFX (15.47). JOEIX return over 5 years is better than : 44.81 vs. FNWFX (26.87).
| FNWFX | JOEIX | FNWFX / JOEIX | |
| Total Expense Ratio | 0.57 | 1.14 | 50% |
| Annual Report Gross Expense Ratio | 0.57 | 1.14 | 50% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 19.138 | 24.208 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.9B | 1.3B | 5,552% |
| Annual Yield % from dividends | 1.06 | 0.91 | 117% |
| Returns for 1 year | 15.47 | 25.66 | 60% |
| Returns for 3 years | 43.86 | 43.93 | 100% |
| Returns for 5 years | 26.87 | 44.81 | 60% |
| Returns for 10 years | N/A | 82.04 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement