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AOTCX vs RNWFX
AOTCX vs RNWFX Comparison
Open Charts AOTCX vs RNWFX
Virtus Emerging Markets Opps C
Price$35.30
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets190.43M
American Funds New World R5
Price$96.16
Change-$0.10 (-0.10%)
VolumeN/A
Net Assets74.73B
AOTCX vs RNWFX Comparison Chart in %
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AOTCX vs. RNWFX commentary
Oct 18, 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 Hold and RNWFX is a Buy.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 74.7B vs. AOTCX (190M). AOTCX pays higher dividends than RNWFX: AOTCX (3.22) vs RNWFX (0.97). 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: 146.00 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 : 17.67 vs. RNWFX (15.66). RNWFX return over 5 years is better than : 29.86 vs. AOTCX (28.33).
| 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 | 22.188 | 24.592 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 190M | 74.7B | 0% |
| Annual Yield % from dividends | 3.22 | 0.97 | 331% |
| Returns for 1 year | 17.67 | 15.66 | 113% |
| Returns for 3 years | 54.52 | 57.88 | 94% |
| Returns for 5 years | 28.33 | 29.86 | 95% |
| Returns for 10 years | 71.47 | 95.13 | 75% |
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