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JOEIX vs RNWFX
JOEIX vs RNWFX Comparison
Open Charts JOEIX vs RNWFX
JOHCM Emerging Markets Opps Advisor
Price$14.90
Change+$0.11 (+0.74%)
VolumeN/A
Net Assets1.4B
American Funds New World R5
Price$93.72
Change+$0.22 (+0.24%)
VolumeN/A
Net Assets75.3B
JOEIX vs RNWFX Comparison Chart in %
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JOEIX vs. RNWFX commentary
Dec 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 Buy and RNWFX is a Hold.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 75.3B vs. JOEIX (1.4B). 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). RNWFX is a more actively managed with annual turnover of: 37.00 vs. JOEIX (14.12). 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 : 28.16 vs. RNWFX (19.60). JOEIX return over 5 years is better than : 29.37 vs. RNWFX (12.28).
| 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 | 30.194 | 21.305 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 75.3B | 2% |
| Annual Yield % from dividends | 0.84 | 0.95 | 89% |
| Returns for 1 year | 28.16 | 19.60 | 144% |
| Returns for 3 years | 46.79 | 44.80 | 104% |
| Returns for 5 years | 29.37 | 12.28 | 239% |
| Returns for 10 years | 92.52 | 92.24 | 100% |
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