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AOTAX vs RNWFX
AOTAX vs RNWFX Comparison
Open Charts AOTAX vs RNWFX
Virtus Emerging Markets Opps A
Price$30.98
Change-$0.24 (-0.77%)
VolumeN/A
CapitalizationN/A
American Funds New World R5
Price$84.37
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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AOTAX vs RNWFX Comparison Chart
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AOTAX vs. RNWFX commentary
Oct 18, 2024
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 StrongSell and RNWFX is a Buy.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 63.5B vs. AOTAX (170M). AOTAX pays higher dividends than RNWFX: AOTAX (2.96) vs RNWFX (1.51). AOTAX was incepted earlier than RNWFX: AOTAX (18 years) vs RNWFX (22 years). AOTAX is a more actively managed with annual turnover of: 109.00 vs. RNWFX (32.00). RNWFX has a lower initial minimum investment than AOTAX: RNWFX (250) vs AOTAX (2500). AOTAX (20.82) and RNWFX (20.34) have marching annual gain over last year. AOTAX return over 5 years is better than : 32.30 vs. RNWFX (26.94).
| AOTAX | RNWFX | AOTAX / RNWFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 22 years | - |
| Gain YTD | 9.852 | 12.164 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170M | 63.5B | 0% |
| Annual Yield % from dividends | 2.96 | 1.51 | 196% |
| Returns for 1 year | 20.82 | 20.34 | 102% |
| Returns for 3 years | -4.98 | -8.65 | 58% |
| Returns for 5 years | 32.30 | 26.94 | 120% |
| Returns for 10 years | 37.60 | 53.79 | 70% |
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