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JOEAX vs RNWFX
JOEAX vs RNWFX Comparison
Open Charts JOEAX vs RNWFX
JOHCM Emerging Markets Opps Investor
Price$14.94
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets1.38B
American Funds New World R5
Price$95.83
Change-$0.11 (-0.11%)
VolumeN/A
Net Assets74.13B
JOEAX vs RNWFX Comparison Chart in %
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JOEAX vs. RNWFX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 74.1B vs. JOEAX (1.38B). RNWFX pays higher dividends than JOEAX: RNWFX (0.95) vs JOEAX (0.70). JOEAX was incepted earlier than RNWFX: JOEAX (12 years) vs RNWFX (24 years). JOEAX (1.29) is less costly to investors than RNWFX (0.62). JOEAX (37.00) and RNWFX (37.00) have comparable annual turnover. 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 : 28.67 vs. RNWFX (19.27). JOEAX return over 5 years is better than : 38.94 vs. RNWFX (20.92).
| JOEAX | RNWFX | JOEAX / RNWFX | |
| Total Expense Ratio | 1.29 | 0.62 | 208% |
| Annual Report Gross Expense Ratio | 1.29 | 0.62 | 208% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 31.806 | 24.036 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 74.1B | 2% |
| Annual Yield % from dividends | 0.70 | 0.95 | 74% |
| Returns for 1 year | 28.67 | 19.27 | 149% |
| Returns for 3 years | 51.01 | 46.30 | 110% |
| Returns for 5 years | 38.94 | 20.92 | 186% |
| Returns for 10 years | 75.47 | 91.09 | 83% |
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