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JOEAX vs RNWBX
JOEAX vs RNWBX Comparison
Open Charts JOEAX vs RNWBX
JOHCM Emerging Markets Opps Investor
Price$12.49
Change+$0.07 (+0.56%)
VolumeN/A
Net Assets1.13B
American Funds New World R2
Price$77.75
Change+$0.21 (+0.27%)
VolumeN/A
Net Assets63.67B
JOEAX vs RNWBX Comparison Chart
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JOEAX vs. RNWBX commentary
May 11, 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 JOEAX is a StrongBuy and RNWBX is a Buy.
FUNDAMENTALS
Fundamentals
RNWBX has more cash in the bank: 63.7B vs. JOEAX (1.13B). JOEAX pays higher dividends than RNWBX: JOEAX (0.86) vs RNWBX (0.14). JOEAX was incepted earlier than RNWBX: JOEAX (11 years) vs RNWBX (23 years). RNWBX (1.67) is less costly to investors than JOEAX (1.29). JOEAX (37.00) and RNWBX (37.00) have comparable annual turnover. JOEAX has a lower initial minimum investment than RNWBX: JOEAX (0) vs RNWBX (250). JOEAX annual gain was more profitable for investors over the last year : 9.06 vs. RNWBX (2.53). JOEAX return over 5 years is better than : 45.77 vs. RNWBX (32.71).
| JOEAX | RNWBX | JOEAX / RNWBX | |
| Total Expense Ratio | 1.29 | 1.67 | 77% |
| Annual Report Gross Expense Ratio | 1.29 | 1.67 | 77% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 9.427 | 5.710 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 63.7B | 2% |
| Annual Yield % from dividends | 0.86 | 0.14 | 608% |
| Returns for 1 year | 9.06 | 2.53 | 358% |
| Returns for 3 years | 24.53 | 23.98 | 102% |
| Returns for 5 years | 45.77 | 32.71 | 140% |
| Returns for 10 years | 25.41 | 44.25 | 57% |
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