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AOTIX vs RNWFX
AOTIX vs RNWFX Comparison
Open Charts AOTIX vs RNWFX
Virtus EM Opps Instl
Price$28.43
Change-$2.25 (-7.33%)
VolumeN/A
CapitalizationN/A
American Funds New World R5
Price$80.87
Change-$1.85 (-2.24%)
VolumeN/A
CapitalizationN/A
AOTIX vs RNWFX Comparison Chart
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AOTIX vs. RNWFX commentary
Dec 19, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 64B vs. AOTIX (166M). 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). AOTIX (11.98) and RNWFX (11.94) have marching annual gain over last year. AOTIX return over 5 years is better than : 21.33 vs. RNWFX (15.96).
| 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 | 8.752 | 9.971 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 166M | 64B | 0% |
| Annual Yield % from dividends | 3.34 | 1.51 | 222% |
| Returns for 1 year | 11.98 | 11.94 | 100% |
| Returns for 3 years | 1.86 | 0.62 | 300% |
| Returns for 5 years | 21.33 | 15.96 | 134% |
| Returns for 10 years | 41.34 | 50.39 | 82% |
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