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JOEAX vs RNWFX
JOEAX vs RNWFX Comparison
Open Charts JOEAX vs RNWFX
JOHCM Emerging Markets Opps Investor
Price$13.45
Change+$0.06 (+0.45%)
VolumeN/A
Net Assets1.22B
American Funds New World R5
Price$90.05
Change+$0.56 (+0.63%)
VolumeN/A
Net Assets70.56B
JOEAX vs RNWFX Comparison Chart in %
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JOEAX vs. RNWFX commentary
Jul 06, 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 Buy and RNWFX is a Buy.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 70.6B vs. JOEAX (1.22B). RNWFX pays higher dividends than JOEAX: RNWFX (1.04) vs JOEAX (0.78). JOEAX was incepted earlier than RNWFX: JOEAX (12 years) vs RNWFX (23 years). JOEAX (1.29) is less costly to investors than RNWFX (0.62). JOEAX (37.00) and RNWFX (37.00) have comparable annual turnover. 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 : 18.00 vs. RNWFX (11.83). JOEAX return over 5 years is better than : 41.61 vs. RNWFX (33.20).
| 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 | 23 years | - |
| Gain YTD | 18.502 | 16.554 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 70.6B | 2% |
| Annual Yield % from dividends | 0.78 | 1.04 | 75% |
| Returns for 1 year | 18.00 | 11.83 | 152% |
| Returns for 3 years | 36.29 | 40.39 | 90% |
| Returns for 5 years | 41.61 | 33.20 | 125% |
| Returns for 10 years | 45.35 | 71.65 | 63% |
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