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FNWFX vs JOEAX
FNWFX vs JOEAX Comparison
Open Charts FNWFX vs JOEAX
American Funds New World F3
Price$80.36
Change-$0.79 (-0.97%)
VolumeN/A
CapitalizationN/A
JOHCM Emerging Markets Opps Investor
Price$11.53
Change-$0.01 (-0.09%)
VolumeN/A
CapitalizationN/A
FNWFX vs JOEAX Comparison Chart
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FNWFX vs. JOEAX commentary
Nov 18, 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 Sell.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 60.9B vs. JOEAX (1.09B). 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 : 11.59 vs. JOEAX (10.96). JOEAX return over 5 years is better than : 19.05 vs. FNWFX (17.23).
| 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 | 7.147 | 6.464 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.9B | 1.09B | 5,567% |
| Annual Yield % from dividends | 1.56 | 1.49 | 105% |
| Returns for 1 year | 11.59 | 10.96 | 106% |
| Returns for 3 years | -14.49 | -5.07 | 286% |
| Returns for 5 years | 17.23 | 19.05 | 90% |
| Returns for 10 years | N/A | 21.99 | - |
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