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FNWFX vs JOEAX
FNWFX vs JOEAX Comparison
Open Charts FNWFX vs JOEAX
American Funds New World F3
Price$96.06
Change-$0.30 (-0.31%)
VolumeN/A
Net Assets75.16B
JOHCM Emerging Markets Opps Investor
Price$14.90
Change-$0.04 (-0.27%)
VolumeN/A
Net Assets1.36B
FNWFX vs JOEAX Comparison Chart in %
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FNWFX vs. JOEAX commentary
Oct 08, 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 Hold and JOEAX is a Hold.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 75.2B vs. JOEAX (1.36B). FNWFX pays higher dividends than JOEAX: FNWFX (1.02) vs JOEAX (0.71). FNWFX was incepted earlier than JOEAX: FNWFX (9 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 : 18.32 vs. FNWFX (12.85). JOEAX return over 5 years is better than : 48.18 vs. FNWFX (31.02).
| FNWFX | JOEAX | FNWFX / JOEAX | |
| Total Expense Ratio | 0.57 | 1.29 | 44% |
| Annual Report Gross Expense Ratio | 0.57 | 1.29 | 44% |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | 24.721 | 31.630 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.2B | 1.36B | 5,529% |
| Annual Yield % from dividends | 1.02 | 0.71 | 143% |
| Returns for 1 year | 12.85 | 18.32 | 70% |
| Returns for 3 years | 58.08 | 58.29 | 100% |
| Returns for 5 years | 31.02 | 48.18 | 64% |
| Returns for 10 years | N/A | 76.12 | - |
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