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JOEAX vs RNWBX
JOEAX vs RNWBX Comparison
Open Charts JOEAX vs RNWBX
JOHCM Emerging Markets Opps Investor
Price$13.43
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets1.22B
American Funds New World R2
Price$84.48
Change-$0.10 (-0.12%)
VolumeN/A
Net Assets70.01B
JOEAX vs RNWBX Comparison Chart in %
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JOEAX vs. RNWBX commentary
Jul 02, 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 Buy and RNWBX is a Buy.
FUNDAMENTALS
Fundamentals
RNWBX has more cash in the bank: 70B vs. JOEAX (1.22B). 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 : 18.59 vs. RNWBX (10.78). JOEAX return over 5 years is better than : 41.09 vs. RNWBX (27.87).
| 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 | 14.752 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 70B | 2% |
| Annual Yield % from dividends | 0.78 | 0.13 | 609% |
| Returns for 1 year | 18.59 | 10.78 | 173% |
| Returns for 3 years | 35.78 | 35.83 | 100% |
| Returns for 5 years | 41.09 | 27.87 | 147% |
| Returns for 10 years | 40.78 | 59.40 | 69% |
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