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JOEIX vs RNWFX
JOEIX vs RNWFX Comparison
Open Charts JOEIX vs RNWFX
JOHCM Emerging Markets Opps Advisor
Price$13.92
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets1.29B
American Funds New World R5
Price$92.01
Change+$0.67 (+0.73%)
VolumeN/A
Net Assets71.9B
JOEIX vs RNWFX Comparison Chart in %
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JOEIX vs. RNWFX commentary
Sep 08, 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: 71.9B vs. JOEIX (1.3B). RNWFX pays higher dividends than JOEIX: RNWFX (1.01) vs JOEIX (0.91). 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 : 25.66 vs. RNWFX (15.41). JOEIX return over 5 years is better than : 44.81 vs. RNWFX (26.72).
| 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 | 24.208 | 19.091 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 71.9B | 2% |
| Annual Yield % from dividends | 0.91 | 1.01 | 89% |
| Returns for 1 year | 25.66 | 15.41 | 167% |
| Returns for 3 years | 43.93 | 43.73 | 100% |
| Returns for 5 years | 44.81 | 26.72 | 168% |
| Returns for 10 years | 82.04 | 93.12 | 88% |
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