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JOEMX vs RNWFX
JOEMX vs RNWFX Comparison
Open Charts JOEMX vs RNWFX
JOHCM Emerging Markets Opps Instl
Price$15.01
Change+$0.19 (+1.28%)
VolumeN/A
Net Assets1.34B
American Funds New World R5
Price$97.35
Change+$1.19 (+1.24%)
VolumeN/A
Net Assets74.64B
JOEMX vs RNWFX Comparison Chart in %
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JOEMX vs. RNWFX commentary
Oct 21, 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 Hold and RNWFX is a Buy.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 74.6B vs. JOEMX (1.34B). RNWFX (0.97) and JOEMX (0.94) 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 : 23.42 vs. RNWFX (15.54). JOEMX return over 5 years is better than : 48.84 vs. RNWFX (29.72).
| 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 | 30.228 | 24.463 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 74.6B | 2% |
| Annual Yield % from dividends | 0.94 | 0.97 | 97% |
| Returns for 1 year | 23.42 | 15.54 | 151% |
| Returns for 3 years | 58.25 | 57.71 | 101% |
| Returns for 5 years | 48.84 | 29.72 | 164% |
| Returns for 10 years | 74.49 | 94.93 | 78% |
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