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FNWFX vs JOMMX
FNWFX vs JOMMX Comparison
Open Charts FNWFX vs JOMMX
American Funds New World F3
Price$77.47
Change+$0.11 (+0.14%)
VolumeN/A
CapitalizationN/A
JOHCM Emerging Mkts Discovery Instl
Price$13.02
Change-$0.06 (-0.46%)
VolumeN/A
CapitalizationN/A
FNWFX vs JOMMX Comparison Chart
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FNWFX vs. JOMMX commentary
Dec 23, 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 JOMMX is a Hold.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 62.2B vs. JOMMX (55M). FNWFX pays higher dividends than JOMMX: FNWFX (1.56) vs JOMMX (0.89). FNWFX was incepted earlier than JOMMX: FNWFX (8 years) vs JOMMX (10 years). JOMMX is a more actively managed with annual turnover of: 155.29 vs. FNWFX (32.00). 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 : 5.89 vs. JOMMX (-0.71). FNWFX return over 5 years is better than : 14.50 vs. JOMMX (9.64).
| FNWFX | JOMMX | FNWFX / JOMMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 4.581 | -2.326 | -197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.2B | 55M | 113,091% |
| Annual Yield % from dividends | 1.56 | 0.89 | 175% |
| Returns for 1 year | 5.89 | -0.71 | -829% |
| Returns for 3 years | -5.04 | 0.15 | -3,353% |
| Returns for 5 years | 14.50 | 9.64 | 150% |
| Returns for 10 years | N/A | 41.20 | - |