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AOTAX vs RNWFX
AOTAX vs RNWFX Comparison
Open Charts AOTAX vs RNWFX
Virtus Emerging Markets Opps A
Price$29.09
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets163.62M
American Funds New World R5
Price$80.73
Change-$0.44 (-0.54%)
VolumeN/A
Net Assets63.63B
AOTAX vs RNWFX Comparison Chart
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AOTAX vs. RNWFX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 63.6B vs. AOTAX (164M). AOTAX pays higher dividends than RNWFX: AOTAX (2.96) vs RNWFX (1.51). AOTAX was incepted earlier than RNWFX: AOTAX (19 years) vs RNWFX (23 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). RNWFX annual gain was more profitable for investors over the last year : 5.10 vs. AOTAX (4.05). AOTAX return over 5 years is better than : 20.02 vs. RNWFX (18.00).
| AOTAX | RNWFX | AOTAX / RNWFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 3.010 | 4.491 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164M | 63.6B | 0% |
| Annual Yield % from dividends | 2.96 | 1.51 | 196% |
| Returns for 1 year | 4.05 | 5.10 | 79% |
| Returns for 3 years | 0.06 | 6.30 | 1% |
| Returns for 5 years | 20.02 | 18.00 | 111% |
| Returns for 10 years | 31.48 | 50.70 | 62% |
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