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FNWFX vs JOEAX
FNWFX vs JOEAX Comparison
Open Charts FNWFX vs JOEAX
American Funds New World F3
Price$84.00
Change-$0.16 (-0.19%)
VolumeN/A
CapitalizationN/A
JOHCM Emerging Markets Opps Investor
Price$12.09
Change-$0.04 (-0.33%)
VolumeN/A
CapitalizationN/A
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FNWFX vs JOEAX Comparison Chart
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FNWFX vs. JOEAX commentary
Oct 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: 63.6B vs. JOEAX (1.15B). 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 (20.86) and FNWFX (20.42) have marching annual gain over last year. FNWFX return over 5 years is better than : 27.01 vs. JOEAX (25.59).
| 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 | 12.213 | 12.004 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.6B | 1.15B | 5,526% |
| Annual Yield % from dividends | 1.56 | 1.49 | 105% |
| Returns for 1 year | 20.42 | 20.86 | 98% |
| Returns for 3 years | -8.59 | 1.89 | -454% |
| Returns for 5 years | 27.01 | 25.59 | 106% |
| Returns for 10 years | N/A | 33.03 | - |
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