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FNWFX vs JOEAX
FNWFX vs JOEAX Comparison
Open Charts FNWFX vs JOEAX
American Funds New World F3
Price$88.95
Change-$0.10 (-0.11%)
VolumeN/A
Net Assets70.01B
JOHCM Emerging Markets Opps Investor
Price$13.43
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets1.22B
FNWFX vs JOEAX Comparison Chart in %
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FNWFX vs. JOEAX commentary
Jul 02, 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 Buy and JOEAX is a Buy.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 70B vs. JOEAX (1.22B). FNWFX pays higher dividends than JOEAX: FNWFX (1.09) vs JOEAX (0.78). FNWFX was incepted earlier than JOEAX: FNWFX (8 years) vs JOEAX (12 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 : 18.59 vs. FNWFX (12.07). JOEAX return over 5 years is better than : 41.09 vs. FNWFX (32.25).
| 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 | 12 years | - |
| Gain YTD | 15.619 | 18.062 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70B | 1.22B | 5,742% |
| Annual Yield % from dividends | 1.09 | 0.78 | 139% |
| Returns for 1 year | 12.07 | 18.59 | 65% |
| Returns for 3 years | 39.33 | 35.78 | 110% |
| Returns for 5 years | 32.25 | 41.09 | 78% |
| Returns for 10 years | N/A | 40.78 | - |
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