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JOEMX vs RNWFX
JOEMX vs RNWFX Comparison
Open Charts JOEMX vs RNWFX
JOHCM Emerging Markets Opps Instl
Price$14.62
Change-$0.09 (-0.61%)
VolumeN/A
Net Assets1.33B
American Funds New World R5
Price$94.44
Change-$0.35 (-0.37%)
VolumeN/A
Net Assets73.85B
JOEMX vs RNWFX Comparison Chart in %
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JOEMX vs. RNWFX commentary
Sep 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 Hold and RNWFX is a Buy.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 73.9B vs. JOEMX (1.34B). RNWFX (1.01) and JOEMX (0.99) 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 : 20.36 vs. RNWFX (10.96). JOEMX return over 5 years is better than : 51.78 vs. RNWFX (33.94).
| 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 | 28.471 | 22.237 | 128% |
| 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 | 73.9B | 2% |
| Annual Yield % from dividends | 0.99 | 1.01 | 98% |
| Returns for 1 year | 20.36 | 10.96 | 186% |
| Returns for 3 years | 57.39 | 57.38 | 100% |
| Returns for 5 years | 51.78 | 33.94 | 153% |
| Returns for 10 years | 93.74 | 106.00 | 88% |
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