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JOEAX vs RNWBX
JOEAX vs RNWBX Comparison
Open Charts JOEAX vs RNWBX
JOHCM Emerging Markets Opps Investor
Price$16.44
Change+$1.45 (+9.67%)
VolumeN/A
Net Assets1.54B
American Funds New World R2
Price$94.05
Change+$2.72 (+2.98%)
VolumeN/A
Net Assets75.46B
JOEAX vs RNWBX Comparison Chart in %
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JOEAX vs. RNWBX 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 JOEAX is a Hold and RNWBX is a Hold.
FUNDAMENTALS
Fundamentals
RNWBX has more cash in the bank: 75.5B vs. JOEAX (1.54B). JOEAX pays higher dividends than RNWBX: JOEAX (2.55) vs RNWBX (0.45). JOEAX was incepted earlier than RNWBX: JOEAX (12 years) vs RNWBX (24 years). RNWBX (1.66) is less costly to investors than JOEAX (1.29). RNWBX is a more actively managed with annual turnover of: 46.00 vs. JOEAX (14.12). 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 : 43.89 vs. RNWBX (26.27). JOEAX return over 5 years is better than : 33.91 vs. RNWBX (7.03).
| JOEAX | RNWBX | JOEAX / RNWBX | |
| Total Expense Ratio | 1.29 | 1.66 | 78% |
| Annual Report Gross Expense Ratio | 1.29 | 1.66 | 78% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 8.473 | 5.996 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 75.5B | 2% |
| Annual Yield % from dividends | 2.55 | 0.45 | 567% |
| Returns for 1 year | 43.89 | 26.27 | 167% |
| Returns for 3 years | 56.64 | 38.81 | 146% |
| Returns for 5 years | 33.91 | 7.03 | 482% |
| Returns for 10 years | 140.47 | 114.19 | 123% |
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