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FNWFX vs JOEIX
FNWFX vs JOEIX Comparison
Open Charts FNWFX vs JOEIX
American Funds New World F3
Price$83.10
Change-$0.10 (-0.12%)
VolumeN/A
CapitalizationN/A
JOHCM Emerging Markets Opps Advisor
Price$11.70
Change+$0.04 (+0.34%)
VolumeN/A
CapitalizationN/A
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FNWFX vs JOEIX Comparison Chart
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FNWFX vs. JOEIX commentary
Sep 21, 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 StrongBuy and JOEIX is a Buy.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 63.1B vs. JOEIX (1.11B). JOEIX (1.58) and FNWFX (1.56) have matching dividends . FNWFX was incepted earlier than JOEIX: FNWFX (8 years) vs JOEIX (12 years). FNWFX is a more actively managed with annual turnover of: 32.00 vs. JOEIX (29.34). JOEIX has a lower initial minimum investment than FNWFX: JOEIX (0) vs FNWFX (1000000). FNWFX annual gain was more profitable for investors over the last year : 14.49 vs. JOEIX (10.37). FNWFX return over 5 years is better than : 24.03 vs. JOEIX (19.00).
| FNWFX | JOEIX | FNWFX / JOEIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 12 years | - |
| Gain YTD | 9.293 | 5.996 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.1B | 1.11B | 5,705% |
| Annual Yield % from dividends | 1.56 | 1.58 | 99% |
| Returns for 1 year | 14.49 | 10.37 | 140% |
| Returns for 3 years | -12.09 | -3.81 | 318% |
| Returns for 5 years | 24.03 | 19.00 | 127% |
| Returns for 10 years | N/A | 20.42 | - |
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