Interact to see
Advertisement
Advertisement
JOEMX vs RNWFX
JOEMX vs RNWFX Comparison
Open Charts JOEMX vs RNWFX
JOHCM Emerging Markets Opps Instl
Price$13.72
Change-$0.08 (-0.58%)
VolumeN/A
Net Assets1.25B
American Funds New World R5
Price$90.52
Change-$0.42 (-0.46%)
VolumeN/A
Net Assets70.79B
JOEMX vs RNWFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JOEMX vs. RNWFX commentary
Jul 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 JOEMX is a StrongBuy and RNWFX is a Buy.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 70.8B vs. JOEMX (1.25B). RNWFX (1.04) and JOEMX (1.03) have matching dividends . JOEMX was incepted earlier than RNWFX: JOEMX (13 years) vs RNWFX (23 years). JOEMX (1.04) is less costly to investors than RNWFX (0.62). JOEMX (37.00) and RNWFX (37.00) have comparable annual turnover. RNWFX has a lower initial minimum investment than JOEMX: RNWFX (250) vs JOEMX (100000). JOEMX annual gain was more profitable for investors over the last year : 24.50 vs. RNWFX (16.21). JOEMX return over 5 years is better than : 41.91 vs. RNWFX (30.24).
| JOEMX | RNWFX | JOEMX / RNWFX | |
| Total Expense Ratio | 1.04 | 0.62 | 168% |
| Annual Report Gross Expense Ratio | 1.04 | 0.62 | 168% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 20.562 | 17.163 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 70.8B | 2% |
| Annual Yield % from dividends | 1.03 | 1.04 | 100% |
| Returns for 1 year | 24.50 | 16.21 | 151% |
| Returns for 3 years | 39.83 | 40.68 | 98% |
| Returns for 5 years | 41.91 | 30.24 | 139% |
| Returns for 10 years | 60.27 | 74.70 | 81% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement