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AOTAX vs RNWHX
AOTAX vs RNWHX Comparison
Open Charts AOTAX vs RNWHX
Virtus Emerging Markets Opps A
Price$33.98
Change-$0.14 (-0.41%)
VolumeN/A
Net Assets184.44M
American Funds New World R5E
Price$94.10
Change+$0.23 (+0.25%)
VolumeN/A
Net Assets74.08B
AOTAX vs RNWHX Comparison Chart in %
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AOTAX vs. RNWHX 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 RNWHX is a Buy.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 74.1B vs. AOTAX (184M). AOTAX pays higher dividends than RNWHX: AOTAX (5.20) vs RNWHX (0.97). AOTAX was incepted earlier than RNWHX: AOTAX (19 years) vs RNWHX (10 years). AOTAX (1.50) is less costly to investors than RNWHX (0.72). AOTAX is a more actively managed with annual turnover of: 99.00 vs. RNWHX (37.00). RNWHX has a lower initial minimum investment than AOTAX: RNWHX (250) vs AOTAX (2500). AOTAX annual gain was more profitable for investors over the last year : 21.19 vs. RNWHX (17.66). AOTAX return over 5 years is better than : 33.88 vs. RNWHX (32.18).
| AOTAX | RNWHX | AOTAX / RNWHX | |
| Total Expense Ratio | 1.29 | 0.72 | 179% |
| Annual Report Gross Expense Ratio | 1.50 | 0.72 | 208% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 20.822 | 23.783 | 88% |
| 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 | 0.97 | 537% |
| Returns for 1 year | 21.19 | 17.66 | 120% |
| Returns for 3 years | 45.62 | 49.13 | 93% |
| Returns for 5 years | 33.88 | 32.18 | 105% |
| Returns for 10 years | 83.99 | N/A | - |
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