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JOEAX vs RNWHX
JOEAX vs RNWHX Comparison
Open Charts JOEAX vs RNWHX
JOHCM Emerging Markets Opps Investor
Price$16.44
Change+$1.45 (+9.67%)
VolumeN/A
Net Assets1.54B
American Funds New World R5E
Price$97.53
Change+$2.43 (+2.56%)
VolumeN/A
Net Assets75.46B
JOEAX vs RNWHX Comparison Chart in %
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JOEAX vs. RNWHX commentary
Feb 04, 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 RNWHX is a Hold.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 75.5B vs. JOEAX (1.54B). JOEAX pays higher dividends than RNWHX: JOEAX (2.55) vs RNWHX (1.25). JOEAX was incepted earlier than RNWHX: JOEAX (12 years) vs RNWHX (10 years). JOEAX (1.29) is less costly to investors than RNWHX (0.72). RNWHX is a more actively managed with annual turnover of: 46.00 vs. JOEAX (14.12). JOEAX has a lower initial minimum investment than RNWHX: JOEAX (0) vs RNWHX (250). JOEAX annual gain was more profitable for investors over the last year : 43.89 vs. RNWHX (27.68). JOEAX return over 5 years is better than : 33.91 vs. RNWHX (11.69).
| JOEAX | RNWHX | JOEAX / RNWHX | |
| Total Expense Ratio | 1.29 | 0.72 | 179% |
| Annual Report Gross Expense Ratio | 1.29 | 0.72 | 179% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 8.473 | 6.092 | 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 | 1.25 | 204% |
| Returns for 1 year | 43.89 | 27.68 | 159% |
| Returns for 3 years | 56.64 | 43.24 | 131% |
| Returns for 5 years | 33.91 | 11.69 | 290% |
| Returns for 10 years | 140.47 | 124.21 | 113% |
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