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JOEAX vs RNWBX
JOEAX vs RNWBX Comparison
Open Charts JOEAX vs RNWBX
JOHCM Emerging Markets Opps Investor
Price$13.00
Change+$0.10 (+0.78%)
VolumeN/A
Net Assets1.18B
American Funds New World R2
Price$81.58
Change+$0.58 (+0.72%)
VolumeN/A
Net Assets67.49B
JOEAX vs RNWBX Comparison Chart
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JOEAX vs. RNWBX commentary
Jun 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: 67.5B vs. JOEAX (1.18B). JOEAX pays higher dividends than RNWBX: JOEAX (0.82) vs RNWBX (0.13). 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 : 16.41 vs. RNWBX (8.41). JOEAX return over 5 years is better than : 41.68 vs. RNWBX (24.82).
| 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 | 13.656 | 10.918 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 67.5B | 2% |
| Annual Yield % from dividends | 0.82 | 0.13 | 607% |
| Returns for 1 year | 16.41 | 8.41 | 195% |
| Returns for 3 years | 21.64 | 21.73 | 100% |
| Returns for 5 years | 41.68 | 24.82 | 168% |
| Returns for 10 years | 33.60 | 53.93 | 62% |
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