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JOEAX vs RNWFX
JOEAX vs RNWFX Comparison
Open Charts JOEAX vs RNWFX
JOHCM Emerging Markets Opps Investor
Price$14.56
Change-$0.09 (-0.61%)
VolumeN/A
Net Assets1.33B
American Funds New World R5
Price$94.44
Change-$0.35 (-0.37%)
VolumeN/A
Net Assets73.85B
JOEAX vs RNWFX Comparison Chart in %
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JOEAX vs. RNWFX commentary
Sep 28, 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 Hold and RNWFX is a Buy.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 73.9B vs. JOEAX (1.34B). RNWFX pays higher dividends than JOEAX: RNWFX (1.01) vs JOEAX (0.75). 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 : 20.02 vs. RNWFX (10.96). JOEAX return over 5 years is better than : 49.98 vs. RNWFX (33.94).
| 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 | 28.282 | 22.237 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 73.9B | 2% |
| Annual Yield % from dividends | 0.75 | 1.01 | 74% |
| Returns for 1 year | 20.02 | 10.96 | 183% |
| Returns for 3 years | 56.16 | 57.38 | 98% |
| Returns for 5 years | 49.98 | 33.94 | 147% |
| Returns for 10 years | 89.21 | 106.00 | 84% |
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