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JOEAX vs RNWFX
JOEAX vs RNWFX Comparison
Open Charts JOEAX vs RNWFX
JOHCM Emerging Markets Opps Investor
Price$12.20
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets1.16B
American Funds New World R5
Price$80.73
Change-$0.44 (-0.54%)
VolumeN/A
Net Assets63.63B
JOEAX vs RNWFX Comparison Chart
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JOEAX vs. RNWFX commentary
Feb 23, 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 StrongBuy and RNWFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 63.6B vs. JOEAX (1.16B). 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 : 12.62 vs. RNWFX (5.10). JOEAX return over 5 years is better than : 21.78 vs. RNWFX (18.00).
| 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 | 7.489 | 4.491 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 63.6B | 2% |
| Annual Yield % from dividends | 1.49 | 1.51 | 99% |
| Returns for 1 year | 12.62 | 5.10 | 247% |
| Returns for 3 years | 2.97 | 6.30 | 47% |
| Returns for 5 years | 21.78 | 18.00 | 121% |
| Returns for 10 years | 29.22 | 50.70 | 58% |
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