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JOEMX vs RNWFX
JOEMX vs RNWFX Comparison
Open Charts JOEMX vs RNWFX
JOHCM Emerging Markets Opps Instl
Price$13.50
Change+$0.06 (+0.45%)
VolumeN/A
Net Assets1.22B
American Funds New World R5
Price$90.05
Change+$0.56 (+0.63%)
VolumeN/A
Net Assets70.56B
JOEMX vs RNWFX Comparison Chart in %
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JOEMX vs. RNWFX 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 JOEMX is a Buy and RNWFX is a Buy.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 70.6B vs. JOEMX (1.22B). 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 : 18.26 vs. RNWFX (11.83). JOEMX return over 5 years is better than : 43.38 vs. RNWFX (33.20).
| 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 | 18.629 | 16.554 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 70.6B | 2% |
| Annual Yield % from dividends | 1.03 | 1.04 | 100% |
| Returns for 1 year | 18.26 | 11.83 | 154% |
| Returns for 3 years | 37.45 | 40.39 | 93% |
| Returns for 5 years | 43.38 | 33.20 | 131% |
| Returns for 10 years | 48.81 | 71.65 | 68% |
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