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JOEAX vs RNWFX
JOEAX vs RNWFX Comparison
Open Charts JOEAX vs RNWFX
JOHCM Emerging Markets Opps Investor
Price$11.53
Change-$0.01 (-0.09%)
VolumeN/A
CapitalizationN/A
American Funds New World R5
Price$80.56
Change-$0.79 (-0.97%)
VolumeN/A
CapitalizationN/A
JOEAX vs RNWFX Comparison Chart
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JOEAX vs. RNWFX commentary
Nov 18, 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 JOEAX is a Sell and RNWFX is a Buy.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 60.9B vs. JOEAX (1.09B). RNWFX (1.51) and JOEAX (1.49) have matching dividends . JOEAX was incepted earlier than RNWFX: JOEAX (11 years) vs RNWFX (23 years). RNWFX is a more actively managed with annual turnover of: 32.00 vs. JOEAX (29.34). JOEAX has a lower initial minimum investment than RNWFX: JOEAX (0) vs RNWFX (250). RNWFX annual gain was more profitable for investors over the last year : 11.54 vs. JOEAX (10.96). JOEAX return over 5 years is better than : 19.05 vs. RNWFX (17.17).
| JOEAX | RNWFX | JOEAX / RNWFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 6.464 | 7.099 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 60.9B | 2% |
| Annual Yield % from dividends | 1.49 | 1.51 | 99% |
| Returns for 1 year | 10.96 | 11.54 | 95% |
| Returns for 3 years | -5.07 | -14.55 | 35% |
| Returns for 5 years | 19.05 | 17.17 | 111% |
| Returns for 10 years | 21.99 | 41.00 | 54% |
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