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JOEAX vs RNWFX
JOEAX vs RNWFX Comparison
Open Charts JOEAX vs RNWFX
JOHCM Emerging Markets Opps Investor
Price$16.44
Change+$1.45 (+9.67%)
VolumeN/A
Net Assets1.54B
American Funds New World R5
Price$99.24
Change+$2.53 (+2.62%)
VolumeN/A
Net Assets75.46B
JOEAX vs RNWFX Comparison Chart in %
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JOEAX vs. RNWFX commentary
Feb 05, 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 RNWFX is a Hold.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 75.5B vs. JOEAX (1.54B). JOEAX pays higher dividends than RNWFX: JOEAX (2.55) vs RNWFX (1.31). JOEAX was incepted earlier than RNWFX: JOEAX (12 years) vs RNWFX (24 years). JOEAX (1.29) is less costly to investors than RNWFX (0.62). RNWFX is a more actively managed with annual turnover of: 46.00 vs. JOEAX (14.12). JOEAX has a lower initial minimum investment than RNWFX: JOEAX (0) vs RNWFX (250). JOEAX annual gain was more profitable for investors over the last year : 43.89 vs. RNWFX (27.90). JOEAX return over 5 years is better than : 33.91 vs. RNWFX (12.39).
| JOEAX | RNWFX | JOEAX / RNWFX | |
| Total Expense Ratio | 1.29 | 0.62 | 208% |
| Annual Report Gross Expense Ratio | 1.29 | 0.62 | 208% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 8.473 | 6.094 | 139% |
| 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 | 1.31 | 195% |
| Returns for 1 year | 43.89 | 27.90 | 157% |
| Returns for 3 years | 56.64 | 43.85 | 129% |
| Returns for 5 years | 33.91 | 12.39 | 274% |
| Returns for 10 years | 140.47 | 127.30 | 110% |
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