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JOEAX vs RNWHX
JOEAX vs RNWHX Comparison
Open Charts JOEAX vs RNWHX
JOHCM Emerging Markets Opps Investor
Price$13.45
Change+$0.06 (+0.45%)
VolumeN/A
Net Assets1.22B
American Funds New World R5E
Price$88.56
Change+$0.54 (+0.61%)
VolumeN/A
Net Assets70.56B
JOEAX vs RNWHX Comparison Chart in %
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JOEAX vs. RNWHX 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 RNWHX is a Buy.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 70.6B vs. JOEAX (1.22B). RNWHX pays higher dividends than JOEAX: RNWHX (0.99) vs JOEAX (0.78). 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). JOEAX (37.00) and RNWHX (37.00) have comparable annual turnover. 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 : 18.00 vs. RNWHX (11.66). JOEAX return over 5 years is better than : 41.61 vs. RNWHX (32.51).
| 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 | 18.502 | 16.496 | 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 | 0.99 | 79% |
| Returns for 1 year | 18.00 | 11.66 | 154% |
| Returns for 3 years | 36.29 | 40.00 | 91% |
| Returns for 5 years | 41.61 | 32.51 | 128% |
| Returns for 10 years | 45.35 | N/A | - |
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