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FNWFX vs JOMMX
FNWFX vs JOMMX Comparison
Open Charts FNWFX vs JOMMX
American Funds New World F3
Price$78.25
Change+$0.15 (+0.19%)
VolumeN/A
Net Assets61.81B
JOHCM Emerging Mkts Discovery Instl
Price$12.56
Change+$0.11 (+0.88%)
VolumeN/A
Net Assets51.92M
FNWFX vs JOMMX Comparison Chart
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FNWFX vs. JOMMX commentary
Mar 12, 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 JOMMX is a Hold.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 61.8B vs. JOMMX (51.9M). JOMMX pays higher dividends than FNWFX: JOMMX (1.55) vs FNWFX (1.23). FNWFX was incepted earlier than JOMMX: FNWFX (8 years) vs JOMMX (10 years). JOMMX (1.55) is less costly to investors than FNWFX (0.57). JOMMX is a more actively managed with annual turnover of: 119.54 vs. FNWFX (37.00). JOMMX has a lower initial minimum investment than FNWFX: JOMMX (100000) vs FNWFX (1000000). FNWFX annual gain was more profitable for investors over the last year : 1.23 vs. JOMMX (-11.45). FNWFX return over 5 years is better than : 49.63 vs. JOMMX (28.85).
| FNWFX | JOMMX | FNWFX / JOMMX | |
| Total Expense Ratio | 0.57 | 1.25 | 46% |
| Annual Report Gross Expense Ratio | 0.57 | 1.55 | 37% |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 1.597 | -3.712 | -43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.8B | 51.9M | 119,075% |
| Annual Yield % from dividends | 1.23 | 1.55 | 79% |
| Returns for 1 year | 1.23 | -11.45 | -11% |
| Returns for 3 years | 12.89 | 3.53 | 365% |
| Returns for 5 years | 49.63 | 28.85 | 172% |
| Returns for 10 years | N/A | 29.63 | - |
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