Interact to see
Advertisement
Advertisement
AOTAX vs RNWFX
AOTAX vs RNWFX Comparison
Open Charts AOTAX vs RNWFX
Virtus Emerging Markets Opps A
Price$33.98
Change-$0.14 (-0.41%)
VolumeN/A
Net Assets184.44M
American Funds New World R5
Price$95.70
Change+$0.24 (+0.25%)
VolumeN/A
Net Assets74.08B
AOTAX vs RNWFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AOTAX vs. RNWFX 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 RNWFX is a Buy.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 74.1B vs. AOTAX (184M). AOTAX pays higher dividends than RNWFX: AOTAX (5.20) vs RNWFX (1.01). AOTAX was incepted earlier than RNWFX: AOTAX (19 years) vs RNWFX (23 years). AOTAX (1.50) is less costly to investors than RNWFX (0.62). AOTAX is a more actively managed with annual turnover of: 99.00 vs. RNWFX (37.00). RNWFX has a lower initial minimum investment than AOTAX: RNWFX (250) vs AOTAX (2500). AOTAX annual gain was more profitable for investors over the last year : 21.19 vs. RNWFX (17.83). AOTAX (33.88) and RNWFX (32.86) have equivalent 5 years return.
| AOTAX | RNWFX | AOTAX / RNWFX | |
| Total Expense Ratio | 1.29 | 0.62 | 208% |
| Annual Report Gross Expense Ratio | 1.50 | 0.62 | 242% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 20.822 | 23.867 | 87% |
| 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 | 1.01 | 513% |
| Returns for 1 year | 21.19 | 17.83 | 119% |
| Returns for 3 years | 45.62 | 49.54 | 92% |
| Returns for 5 years | 33.88 | 32.86 | 103% |
| Returns for 10 years | 83.99 | 99.57 | 84% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers