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AOTCX vs RNWFX
AOTCX vs RNWFX Comparison
Open Charts AOTCX vs RNWFX
Virtus Emerging Markets Opps C
Price$29.19
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets161.97M
American Funds New World R5
Price$79.14
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets63.43B
AOTCX vs RNWFX Comparison Chart
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AOTCX vs. RNWFX commentary
Jan 30, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 63.4B vs. AOTCX (162M). AOTCX pays higher dividends than RNWFX: AOTCX (1.92) vs RNWFX (1.51). AOTCX was incepted earlier than RNWFX: AOTCX (18 years) vs RNWFX (23 years). AOTCX is a more actively managed with annual turnover of: 109.00 vs. RNWFX (32.00). 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 : 7.76 vs. RNWFX (7.16). RNWFX (18.66) and AOTCX (17.82) have equivalent 5 years return.
| AOTCX | RNWFX | AOTCX / RNWFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 1.038 | 2.433 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162M | 63.4B | 0% |
| Annual Yield % from dividends | 1.92 | 1.51 | 127% |
| Returns for 1 year | 7.76 | 7.16 | 108% |
| Returns for 3 years | -2.64 | 2.82 | -94% |
| Returns for 5 years | 17.82 | 18.66 | 96% |
| Returns for 10 years | 25.75 | 52.88 | 49% |
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