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AOTIX vs RNWFX
AOTIX vs RNWFX Comparison
Open Charts AOTIX vs RNWFX
Virtus EM Opps Instl
Price$29.16
Change+$0.07 (+0.24%)
VolumeN/A
Net Assets163.53M
American Funds New World R5
Price$80.73
Change-$0.44 (-0.54%)
VolumeN/A
Net Assets63.63B
AOTIX vs RNWFX Comparison Chart
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AOTIX 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 AOTIX is a Buy and RNWFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 63.6B vs. AOTIX (164M). AOTIX pays higher dividends than RNWFX: AOTIX (3.34) vs RNWFX (1.51). AOTIX was incepted earlier than RNWFX: AOTIX (21 years) vs RNWFX (23 years). AOTIX is a more actively managed with annual turnover of: 109.00 vs. RNWFX (32.00). RNWFX has a lower initial minimum investment than AOTIX: RNWFX (250) vs AOTIX (1000000). RNWFX annual gain was more profitable for investors over the last year : 5.10 vs. AOTIX (4.17). AOTIX return over 5 years is better than : 21.87 vs. RNWFX (18.00).
| AOTIX | RNWFX | AOTIX / RNWFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 2.792 | 4.491 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164M | 63.6B | 0% |
| Annual Yield % from dividends | 3.34 | 1.51 | 222% |
| Returns for 1 year | 4.17 | 5.10 | 82% |
| Returns for 3 years | 0.89 | 6.30 | 14% |
| Returns for 5 years | 21.87 | 18.00 | 121% |
| Returns for 10 years | 34.07 | 50.70 | 67% |
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