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JOEIX vs RNWHX
JOEIX vs RNWHX Comparison
Open Charts JOEIX vs RNWHX
JOHCM Emerging Markets Opps Advisor
Price$14.90
Change+$0.11 (+0.74%)
VolumeN/A
Net Assets1.4B
American Funds New World R5E
Price$92.12
Change+$0.22 (+0.24%)
VolumeN/A
Net Assets75.3B
JOEIX vs RNWHX Comparison Chart in %
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JOEIX vs. RNWHX commentary
Dec 27, 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 RNWHX is a Hold.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 75.3B vs. JOEIX (1.4B). RNWHX pays higher dividends than JOEIX: RNWHX (0.91) vs JOEIX (0.84). JOEIX was incepted earlier than RNWHX: JOEIX (13 years) vs RNWHX (10 years). JOEIX (1.14) is less costly to investors than RNWHX (0.72). RNWHX is a more actively managed with annual turnover of: 37.00 vs. JOEIX (14.12). JOEIX has a lower initial minimum investment than RNWHX: JOEIX (0) vs RNWHX (250). JOEIX annual gain was more profitable for investors over the last year : 28.16 vs. RNWHX (19.48). JOEIX return over 5 years is better than : 29.37 vs. RNWHX (11.64).
| JOEIX | RNWHX | JOEIX / RNWHX | |
| Total Expense Ratio | 1.14 | 0.72 | 158% |
| Annual Report Gross Expense Ratio | 1.14 | 0.72 | 158% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 30.194 | 21.179 | 143% |
| 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 | 0.91 | 93% |
| Returns for 1 year | 28.16 | 19.48 | 145% |
| Returns for 3 years | 46.79 | 44.27 | 106% |
| Returns for 5 years | 29.37 | 11.64 | 252% |
| Returns for 10 years | 92.52 | 89.73 | 103% |
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