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JOEAX vs RNWFX
JOEAX vs RNWFX Comparison
Open Charts JOEAX vs RNWFX
JOHCM Emerging Markets Opps Investor
Price$11.38
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets1.08B
American Funds New World R5
Price$78.09
Change+$0.35 (+0.45%)
VolumeN/A
Net Assets62.57B
JOEAX vs RNWFX Comparison Chart
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JOEAX vs. RNWFX commentary
Jan 19, 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 RNWFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 62.6B vs. JOEAX (1.08B). 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). JOEAX annual gain was more profitable for investors over the last year : 12.25 vs. RNWFX (7.43). RNWFX return over 5 years is better than : 11.26 vs. JOEAX (8.55).
| 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 | 0.176 | 1.074 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 62.6B | 2% |
| Annual Yield % from dividends | 1.49 | 1.51 | 99% |
| Returns for 1 year | 12.25 | 7.43 | 165% |
| Returns for 3 years | -5.33 | -2.85 | 187% |
| Returns for 5 years | 8.55 | 11.26 | 76% |
| Returns for 10 years | 23.68 | 50.71 | 47% |
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