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FNWFX vs JOEAX
FNWFX vs JOEAX Comparison
Open Charts FNWFX vs JOEAX
American Funds New World F3
Price$80.67
Change-$1.85 (-2.24%)
VolumeN/A
CapitalizationN/A
JOHCM Emerging Markets Opps Investor
Price$11.38
Change-$0.24 (-2.07%)
VolumeN/A
CapitalizationN/A
FNWFX vs JOEAX Comparison Chart
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FNWFX vs. JOEAX 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 FNWFX is a Buy and JOEAX is a Hold.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 64B vs. JOEAX (1.1B). 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). FNWFX annual gain was more profitable for investors over the last year : 12.00 vs. JOEAX (10.77). JOEAX (16.39) and FNWFX (16.03) have equivalent 5 years return.
| 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 | 10.027 | 8.625 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64B | 1.1B | 5,829% |
| Annual Yield % from dividends | 1.56 | 1.49 | 105% |
| Returns for 1 year | 12.00 | 10.77 | 111% |
| Returns for 3 years | 0.71 | -0.62 | -114% |
| Returns for 5 years | 16.03 | 16.39 | 98% |
| Returns for 10 years | N/A | 28.41 | - |
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