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JOEAX vs RNWFX
JOEAX vs RNWFX Comparison
Open Charts JOEAX vs RNWFX
JOHCM Emerging Markets Opps Investor
Price$13.66
Change-$0.08 (-0.58%)
VolumeN/A
Net Assets1.25B
American Funds New World R5
Price$90.52
Change-$0.42 (-0.46%)
VolumeN/A
Net Assets70.79B
JOEAX vs RNWFX Comparison Chart in %
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JOEAX vs. RNWFX commentary
Jul 27, 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 RNWFX is a Buy.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 70.8B vs. JOEAX (1.25B). 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 : 24.05 vs. RNWFX (16.21). JOEAX return over 5 years is better than : 40.05 vs. RNWFX (30.24).
| 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 | 20.352 | 17.163 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 70.8B | 2% |
| Annual Yield % from dividends | 0.78 | 1.04 | 75% |
| Returns for 1 year | 24.05 | 16.21 | 148% |
| Returns for 3 years | 38.82 | 40.68 | 95% |
| Returns for 5 years | 40.05 | 30.24 | 132% |
| Returns for 10 years | 56.45 | 74.70 | 76% |
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