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JOEIX vs RNWHX
JOEIX vs RNWHX Comparison
Open Charts JOEIX vs RNWHX
JOHCM Emerging Markets Opps Advisor
Price$13.47
Change+$0.06 (+0.45%)
VolumeN/A
Net Assets1.22B
American Funds New World R5E
Price$88.56
Change+$0.54 (+0.61%)
VolumeN/A
Net Assets70.56B
JOEIX vs RNWHX Comparison Chart in %
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JOEIX vs. RNWHX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 70.6B vs. JOEIX (1.22B). RNWHX (0.99) and JOEIX (0.94) have matching dividends . 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). JOEIX (37.00) and RNWHX (37.00) have comparable annual turnover. 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 : 18.19 vs. RNWHX (11.66). JOEIX return over 5 years is better than : 42.76 vs. RNWHX (32.51).
| 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 | 18.574 | 16.496 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 70.6B | 2% |
| Annual Yield % from dividends | 0.94 | 0.99 | 96% |
| Returns for 1 year | 18.19 | 11.66 | 156% |
| Returns for 3 years | 37.00 | 40.00 | 93% |
| Returns for 5 years | 42.76 | 32.51 | 132% |
| Returns for 10 years | 47.42 | N/A | - |
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