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JOEAX vs RNWBX
JOEAX vs RNWBX Comparison
Open Charts JOEAX vs RNWBX
JOHCM Emerging Markets Opps Investor
Price$13.06
Change-$0.12 (-0.91%)
VolumeN/A
Net Assets1.19B
American Funds New World R2
Price$81.86
Change-$1.00 (-1.21%)
VolumeN/A
Net Assets67.74B
JOEAX vs RNWBX Comparison Chart
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JOEAX vs. RNWBX commentary
Jun 16, 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 JOEAX is a StrongBuy and RNWBX is a Buy.
FUNDAMENTALS
Fundamentals
RNWBX has more cash in the bank: 67.7B vs. JOEAX (1.19B). JOEAX pays higher dividends than RNWBX: JOEAX (0.82) vs RNWBX (0.13). JOEAX was incepted earlier than RNWBX: JOEAX (12 years) vs RNWBX (23 years). RNWBX (1.67) is less costly to investors than JOEAX (1.29). JOEAX (37.00) and RNWBX (37.00) have comparable annual turnover. JOEAX has a lower initial minimum investment than RNWBX: JOEAX (0) vs RNWBX (250). JOEAX annual gain was more profitable for investors over the last year : 16.71 vs. RNWBX (7.09). JOEAX return over 5 years is better than : 46.38 vs. RNWBX (28.56).
| JOEAX | RNWBX | JOEAX / RNWBX | |
| Total Expense Ratio | 1.29 | 1.67 | 77% |
| Annual Report Gross Expense Ratio | 1.29 | 1.67 | 77% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 15.066 | 11.298 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 67.7B | 2% |
| Annual Yield % from dividends | 0.82 | 0.13 | 607% |
| Returns for 1 year | 16.71 | 7.09 | 236% |
| Returns for 3 years | 31.57 | 32.44 | 97% |
| Returns for 5 years | 46.38 | 28.56 | 162% |
| Returns for 10 years | 37.95 | 54.60 | 70% |
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