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AOTIX vs RNWFX
AOTIX vs RNWFX Comparison
Open Charts AOTIX vs RNWFX
Virtus EM Opps Instl
Price$28.44
Change-$0.04 (-0.14%)
VolumeN/A
Net Assets155.75M
American Funds New World R5
Price$79.18
Change+$0.21 (+0.27%)
VolumeN/A
Net Assets61.88B
AOTIX vs RNWFX Comparison Chart
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AOTIX 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 AOTIX is a Buy and RNWFX is a Hold.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 61.9B vs. AOTIX (156M). AOTIX pays higher dividends than RNWFX: AOTIX (6.12) vs RNWFX (1.17). AOTIX was incepted earlier than RNWFX: AOTIX (21 years) vs RNWFX (23 years). AOTIX (1.22) is less costly to investors than RNWFX (0.62). AOTIX is a more actively managed with annual turnover of: 99.00 vs. RNWFX (37.00). 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 : 1.13 vs. AOTIX (0.39). AOTIX (55.17) and RNWFX (54.43) have equivalent 5 years return.
| AOTIX | RNWFX | AOTIX / RNWFX | |
| Total Expense Ratio | 0.94 | 0.62 | 152% |
| Annual Report Gross Expense Ratio | 1.22 | 0.62 | 197% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 0.636 | 2.485 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156M | 61.9B | 0% |
| Annual Yield % from dividends | 6.12 | 1.17 | 522% |
| Returns for 1 year | 0.39 | 1.13 | 35% |
| Returns for 3 years | 2.12 | 4.15 | 51% |
| Returns for 5 years | 55.17 | 54.43 | 101% |
| Returns for 10 years | 29.21 | 46.94 | 62% |
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