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JOEAX vs RNWBX
JOEAX vs RNWBX Comparison
Open Charts JOEAX vs RNWBX
JOHCM Emerging Markets Opps Investor
Price$13.51
Change+$0.11 (+0.82%)
VolumeN/A
Net Assets1.23B
American Funds New World R2
Price$84.50
Change+$0.05 (+0.06%)
VolumeN/A
Net Assets69.86B
JOEAX vs RNWBX Comparison Chart in %
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JOEAX vs. RNWBX commentary
Aug 06, 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 Hold and RNWBX is a Buy.
FUNDAMENTALS
Fundamentals
RNWBX has more cash in the bank: 69.9B vs. JOEAX (1.23B). JOEAX pays higher dividends than RNWBX: JOEAX (0.78) vs RNWBX (0.13). JOEAX was incepted earlier than RNWBX: JOEAX (12 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 : 26.71 vs. RNWBX (17.19). JOEAX return over 5 years is better than : 33.51 vs. RNWBX (18.78).
| JOEAX | RNWBX | JOEAX / RNWBX | |
| Total Expense Ratio | 1.29 | 1.67 | 77% |
| Annual Report Gross Expense Ratio | 1.29 | 1.67 | 77% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 18.062 | 14.888 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 69.9B | 2% |
| Annual Yield % from dividends | 0.78 | 0.13 | 606% |
| Returns for 1 year | 26.71 | 17.19 | 155% |
| Returns for 3 years | 33.71 | 29.82 | 113% |
| Returns for 5 years | 33.51 | 18.78 | 178% |
| Returns for 10 years | 55.46 | 64.01 | 87% |
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