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JOEMX vs RNWFX
JOEMX vs RNWFX Comparison
Open Charts JOEMX vs RNWFX
JOHCM Emerging Markets Opps Instl
Price$16.34
Change-$0.14 (-0.85%)
VolumeN/A
Net Assets1.57B
American Funds New World R5
Price$98.78
Change-$0.46 (-0.46%)
VolumeN/A
Net Assets75.46B
JOEMX vs RNWFX Comparison Chart in %
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JOEMX vs. RNWFX commentary
Feb 05, 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 JOEMX is a Hold and RNWFX is a Hold.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 75.5B vs. JOEMX (1.57B). JOEMX pays higher dividends than RNWFX: JOEMX (2.79) vs RNWFX (1.31). JOEMX was incepted earlier than RNWFX: JOEMX (13 years) vs RNWFX (24 years). JOEMX (1.04) is less costly to investors than RNWFX (0.62). RNWFX is a more actively managed with annual turnover of: 46.00 vs. JOEMX (14.12). 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 : 44.25 vs. RNWFX (27.90). JOEMX return over 5 years is better than : 35.57 vs. RNWFX (12.39).
| 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 | 24 years | - |
| Gain YTD | 8.451 | 6.094 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.57B | 75.5B | 2% |
| Annual Yield % from dividends | 2.79 | 1.31 | 214% |
| Returns for 1 year | 44.25 | 27.90 | 159% |
| Returns for 3 years | 57.80 | 43.85 | 132% |
| Returns for 5 years | 35.57 | 12.39 | 287% |
| Returns for 10 years | 146.43 | 127.30 | 115% |
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