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JOEAX vs RNWFX
JOEAX vs RNWFX Comparison
Open Charts JOEAX vs RNWFX
JOHCM Emerging Markets Opps Investor
Price$13.06
Change-$0.12 (-0.91%)
VolumeN/A
Net Assets1.19B
American Funds New World R5
Price$86.39
Change-$1.05 (-1.20%)
VolumeN/A
Net Assets67.74B
JOEAX vs RNWFX Comparison Chart
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JOEAX vs. RNWFX commentary
Jun 16, 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: 67.7B vs. JOEAX (1.19B). RNWFX pays higher dividends than JOEAX: RNWFX (1.09) vs JOEAX (0.82). 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 : 16.71 vs. RNWFX (8.36). JOEAX return over 5 years is better than : 46.38 vs. RNWFX (34.15).
| 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 | 15.066 | 11.817 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 67.7B | 2% |
| Annual Yield % from dividends | 0.82 | 1.09 | 75% |
| Returns for 1 year | 16.71 | 8.36 | 200% |
| Returns for 3 years | 31.57 | 35.47 | 89% |
| Returns for 5 years | 46.38 | 34.15 | 136% |
| Returns for 10 years | 37.95 | 62.15 | 61% |
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