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FNWFX vs JOEAX
FNWFX vs JOEAX Comparison
Open Charts FNWFX vs JOEAX
American Funds New World F3
Price$77.85
Change+$0.35 (+0.45%)
VolumeN/A
Net Assets62.57B
JOHCM Emerging Markets Opps Investor
Price$11.38
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets1.08B
FNWFX vs JOEAX Comparison Chart
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FNWFX vs. JOEAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 62.6B vs. JOEAX (1.08B). 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 : 12.25 vs. FNWFX (7.47). FNWFX return over 5 years is better than : 11.39 vs. JOEAX (8.55).
| 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 | 1.078 | 0.176 | 612% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.6B | 1.08B | 5,791% |
| Annual Yield % from dividends | 1.56 | 1.49 | 105% |
| Returns for 1 year | 7.47 | 12.25 | 61% |
| Returns for 3 years | -2.78 | -5.33 | 52% |
| Returns for 5 years | 11.39 | 8.55 | 133% |
| Returns for 10 years | N/A | 23.68 | - |
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