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FNWFX vs JOEAX
FNWFX vs JOEAX Comparison
Open Charts FNWFX vs JOEAX
American Funds New World F3
Price$77.08
Change-$1.87 (-2.37%)
VolumeN/A
Net Assets62.34B
JOHCM Emerging Markets Opps Investor
Price$11.85
Change-$0.19 (-1.58%)
VolumeN/A
Net Assets1.12B
FNWFX vs JOEAX Comparison Chart
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FNWFX vs. JOEAX 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 FNWFX is a Hold and JOEAX is a Hold.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 62.3B vs. JOEAX (1.12B). FNWFX pays higher dividends than JOEAX: FNWFX (1.23) vs JOEAX (0.87). FNWFX was incepted earlier than JOEAX: FNWFX (8 years) vs JOEAX (11 years). JOEAX (1.29) is less costly to investors than FNWFX (0.57). FNWFX (37.00) and JOEAX (37.00) have comparable annual turnover. JOEAX has a lower initial minimum investment than FNWFX: JOEAX (0) vs FNWFX (1000000). JOEAX annual gain was more profitable for investors over the last year : 7.40 vs. FNWFX (-1.44). JOEAX return over 5 years is better than : 58.08 vs. FNWFX (50.96).
| FNWFX | JOEAX | FNWFX / JOEAX | |
| Total Expense Ratio | 0.57 | 1.29 | 44% |
| Annual Report Gross Expense Ratio | 0.57 | 1.29 | 44% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 0.078 | 6.079 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.3B | 1.12B | 5,543% |
| Annual Yield % from dividends | 1.23 | 0.87 | 141% |
| Returns for 1 year | -1.44 | 7.40 | -19% |
| Returns for 3 years | 0.37 | 6.97 | 5% |
| Returns for 5 years | 50.96 | 58.08 | 88% |
| Returns for 10 years | N/A | 25.03 | - |
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