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JOEMX vs RNWHX
JOEMX vs RNWHX Comparison
Open Charts JOEMX vs RNWHX
JOHCM Emerging Markets Opps Instl
Price$14.82
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets1.4B
American Funds New World R5E
Price$91.90
Change+$0.03 (+0.03%)
VolumeN/A
Net Assets75.3B
JOEMX vs RNWHX Comparison Chart in %
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JOEMX vs. RNWHX commentary
Dec 27, 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 RNWHX is a Hold.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 75.3B vs. JOEMX (1.4B). JOEMX (0.92) and RNWHX (0.91) have matching dividends . JOEMX was incepted earlier than RNWHX: JOEMX (13 years) vs RNWHX (10 years). JOEMX (1.04) is less costly to investors than RNWHX (0.72). RNWHX is a more actively managed with annual turnover of: 37.00 vs. JOEMX (14.12). RNWHX has a lower initial minimum investment than JOEMX: RNWHX (250) vs JOEMX (100000). JOEMX annual gain was more profitable for investors over the last year : 28.31 vs. RNWHX (18.96). JOEMX return over 5 years is better than : 29.83 vs. RNWHX (11.37).
| JOEMX | RNWHX | JOEMX / RNWHX | |
| Total Expense Ratio | 1.04 | 0.72 | 144% |
| Annual Report Gross Expense Ratio | 1.04 | 0.72 | 144% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 30.228 | 20.889 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 75.3B | 2% |
| Annual Yield % from dividends | 0.92 | 0.91 | 101% |
| Returns for 1 year | 28.31 | 18.96 | 149% |
| Returns for 3 years | 48.13 | 44.08 | 109% |
| Returns for 5 years | 29.83 | 11.37 | 262% |
| Returns for 10 years | 93.60 | 90.22 | 104% |