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JOEIX vs RNWFX
JOEIX vs RNWFX Comparison
Open Charts JOEIX vs RNWFX
JOHCM Emerging Markets Opps Advisor
Price$13.68
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
JOEIX vs RNWFX Comparison Chart in %
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JOEIX vs. RNWFX commentary
Jul 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 JOEIX is a StrongBuy and RNWFX is a Buy.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 70.8B vs. JOEIX (1.25B). RNWFX pays higher dividends than JOEIX: RNWFX (1.04) vs JOEIX (0.94). JOEIX was incepted earlier than RNWFX: JOEIX (13 years) vs RNWFX (23 years). JOEIX (1.14) is less costly to investors than RNWFX (0.62). JOEIX (37.00) and RNWFX (37.00) have comparable annual turnover. JOEIX has a lower initial minimum investment than RNWFX: JOEIX (0) vs RNWFX (250). JOEIX annual gain was more profitable for investors over the last year : 24.24 vs. RNWFX (16.21). JOEIX return over 5 years is better than : 41.32 vs. RNWFX (30.24).
| JOEIX | RNWFX | JOEIX / RNWFX | |
| Total Expense Ratio | 1.14 | 0.62 | 184% |
| Annual Report Gross Expense Ratio | 1.14 | 0.62 | 184% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 20.423 | 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 | 0.94 | 1.04 | 91% |
| Returns for 1 year | 24.24 | 16.21 | 150% |
| Returns for 3 years | 39.41 | 40.68 | 97% |
| Returns for 5 years | 41.32 | 30.24 | 137% |
| Returns for 10 years | 58.67 | 74.70 | 79% |
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