Ad is loading...
AOTCX vs RNWFX
AOTCX vs RNWFX Comparison
Open Charts AOTCX vs RNWFX
Virtus Emerging Markets Opps C
Price$28.23
Change-$0.72 (-2.49%)
VolumeN/A
Net Assets155.13M
American Funds New World R5
Price$77.31
Change-$1.87 (-2.36%)
VolumeN/A
Net Assets62.34B
AOTCX vs RNWFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AOTCX vs. RNWFX commentary
Apr 04, 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 AOTCX is a Buy and RNWFX is a Hold.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 62.3B vs. AOTCX (155M). AOTCX pays higher dividends than RNWFX: AOTCX (3.86) vs RNWFX (1.17). AOTCX was incepted earlier than RNWFX: AOTCX (19 years) vs RNWFX (23 years). AOTCX (2.27) is less costly to investors than RNWFX (0.62). AOTCX is a more actively managed with annual turnover of: 99.00 vs. RNWFX (37.00). RNWFX has a lower initial minimum investment than AOTCX: RNWFX (250) vs AOTCX (2500). AOTCX annual gain was more profitable for investors over the last year : -0.46 vs. RNWFX (-1.48). RNWFX return over 5 years is better than : 50.78 vs. AOTCX (46.71).
| AOTCX | RNWFX | AOTCX / RNWFX | |
| Total Expense Ratio | 2.04 | 0.62 | 329% |
| Annual Report Gross Expense Ratio | 2.27 | 0.62 | 366% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 0.208 | 0.065 | 321% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155M | 62.3B | 0% |
| Annual Yield % from dividends | 3.86 | 1.17 | 329% |
| Returns for 1 year | -0.46 | -1.48 | 31% |
| Returns for 3 years | -1.90 | 0.31 | -623% |
| Returns for 5 years | 46.71 | 50.78 | 92% |
| Returns for 10 years | 20.11 | 42.27 | 48% |
View a ticker or compare two or three
VS
VS
Ad is loading...