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JOEIX vs RNWFX
JOEIX vs RNWFX Comparison
Open Charts JOEIX vs RNWFX
JOHCM Emerging Markets Opps Advisor
Price$16.44
Change+$1.42 (+9.45%)
VolumeN/A
Net Assets1.54B
American Funds New World R5
Price$99.24
Change+$2.53 (+2.62%)
VolumeN/A
Net Assets75.46B
JOEIX vs RNWFX Comparison Chart in %
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JOEIX vs. RNWFX commentary
Feb 04, 2026
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 Hold and RNWFX is a Hold.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 75.5B vs. JOEIX (1.54B). JOEIX pays higher dividends than RNWFX: JOEIX (2.72) vs RNWFX (1.31). 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: 46.00 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 : 44.15 vs. RNWFX (27.90). JOEIX return over 5 years is better than : 34.90 vs. RNWFX (12.39).
| 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 | 8.401 | 6.094 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 75.5B | 2% |
| Annual Yield % from dividends | 2.72 | 1.31 | 208% |
| Returns for 1 year | 44.15 | 27.90 | 158% |
| Returns for 3 years | 57.36 | 43.85 | 131% |
| Returns for 5 years | 34.90 | 12.39 | 282% |
| Returns for 10 years | 143.66 | 127.30 | 113% |
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