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JOEIX vs RNWFX
JOEIX vs RNWFX Comparison
Open Charts JOEIX vs RNWFX
JOHCM Emerging Markets Opps Advisor
Price$15.13
Change+$0.09 (+0.60%)
VolumeN/A
Net Assets1.38B
American Funds New World R5
Price$97.75
Change+$0.43 (+0.44%)
VolumeN/A
Net Assets75.17B
JOEIX vs RNWFX Comparison Chart in %
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JOEIX vs. RNWFX commentary
Dec 04, 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 Buy and RNWFX is a Buy.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 75.2B vs. JOEIX (1.38B). RNWFX pays higher dividends than JOEIX: RNWFX (0.95) vs JOEIX (0.84). JOEIX was incepted earlier than RNWFX: JOEIX (13 years) vs RNWFX (24 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 : 31.74 vs. RNWFX (20.19). JOEIX return over 5 years is better than : 35.01 vs. RNWFX (19.35).
| 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 | 24 years | - |
| Gain YTD | 32.394 | 25.964 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 75.2B | 2% |
| Annual Yield % from dividends | 0.84 | 0.95 | 89% |
| Returns for 1 year | 31.74 | 20.19 | 157% |
| Returns for 3 years | 47.67 | 43.87 | 109% |
| Returns for 5 years | 35.01 | 19.35 | 181% |
| Returns for 10 years | 81.57 | 96.17 | 85% |
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