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FNWFX vs JOEAX
FNWFX vs JOEAX Comparison
Open Charts FNWFX vs JOEAX
American Funds New World F3
Price$80.49
Change-$0.44 (-0.54%)
VolumeN/A
Net Assets63.63B
JOHCM Emerging Markets Opps Investor
Price$12.20
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets1.16B
FNWFX vs JOEAX Comparison Chart
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FNWFX vs. JOEAX 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 FNWFX is a StrongBuy and JOEAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 63.6B vs. JOEAX (1.16B). FNWFX (1.56) and JOEAX (1.49) have matching dividends . FNWFX was incepted earlier than JOEAX: FNWFX (8 years) vs JOEAX (11 years). FNWFX is a more actively managed with annual turnover of: 32.00 vs. JOEAX (29.34). 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 : 12.62 vs. FNWFX (5.15). JOEAX return over 5 years is better than : 21.78 vs. FNWFX (18.14).
| FNWFX | JOEAX | FNWFX / JOEAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 4.505 | 7.489 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.6B | 1.16B | 5,492% |
| Annual Yield % from dividends | 1.56 | 1.49 | 105% |
| Returns for 1 year | 5.15 | 12.62 | 41% |
| Returns for 3 years | 6.39 | 2.97 | 215% |
| Returns for 5 years | 18.14 | 21.78 | 83% |
| Returns for 10 years | N/A | 29.22 | - |