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AOTAX vs RNWBX
AOTAX vs RNWBX Comparison
Open Charts AOTAX vs RNWBX
Virtus Emerging Markets Opps A
Price$33.98
Change-$0.14 (-0.41%)
VolumeN/A
Net Assets184.44M
American Funds New World R2
Price$90.43
Change+$0.22 (+0.24%)
VolumeN/A
Net Assets74.08B
AOTAX vs RNWBX Comparison Chart in %
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AOTAX vs. RNWBX commentary
Sep 19, 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 AOTAX is a Buy and RNWBX is a Buy.
FUNDAMENTALS
Fundamentals
RNWBX has more cash in the bank: 74.1B vs. AOTAX (184M). AOTAX pays higher dividends than RNWBX: AOTAX (5.20) vs RNWBX (0.13). AOTAX was incepted earlier than RNWBX: AOTAX (19 years) vs RNWBX (23 years). RNWBX (1.67) is less costly to investors than AOTAX (1.50). AOTAX is a more actively managed with annual turnover of: 99.00 vs. RNWBX (37.00). RNWBX has a lower initial minimum investment than AOTAX: RNWBX (250) vs AOTAX (2500). AOTAX annual gain was more profitable for investors over the last year : 21.19 vs. RNWBX (16.45). AOTAX return over 5 years is better than : 33.88 vs. RNWBX (27.32).
| AOTAX | RNWBX | AOTAX / RNWBX | |
| Total Expense Ratio | 1.29 | 1.67 | 77% |
| Annual Report Gross Expense Ratio | 1.50 | 1.67 | 90% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 20.822 | 22.950 | 91% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 184M | 74.1B | 0% |
| Annual Yield % from dividends | 5.20 | 0.13 | 4,142% |
| Returns for 1 year | 21.19 | 16.45 | 129% |
| Returns for 3 years | 45.62 | 46.19 | 99% |
| Returns for 5 years | 33.88 | 27.32 | 124% |
| Returns for 10 years | 83.99 | 90.27 | 93% |
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