Ad is loading...
JOEAX vs RNWHX
JOEAX vs RNWHX Comparison
Open Charts JOEAX vs RNWHX
JOHCM Emerging Markets Opps Investor
Price$12.49
Change+$0.07 (+0.56%)
VolumeN/A
Net Assets1.13B
American Funds New World R5E
Price$80.63
Change+$0.21 (+0.26%)
VolumeN/A
Net Assets63.67B
JOEAX vs RNWHX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JOEAX vs. RNWHX commentary
May 11, 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 RNWHX is a Buy.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 63.7B vs. JOEAX (1.13B). RNWHX pays higher dividends than JOEAX: RNWHX (1.10) vs JOEAX (0.86). JOEAX was incepted earlier than RNWHX: JOEAX (11 years) vs RNWHX (9 years). JOEAX (1.29) is less costly to investors than RNWHX (0.72). JOEAX (37.00) and RNWHX (37.00) have comparable annual turnover. JOEAX has a lower initial minimum investment than RNWHX: JOEAX (0) vs RNWHX (250). JOEAX annual gain was more profitable for investors over the last year : 9.06 vs. RNWHX (3.58). JOEAX return over 5 years is better than : 45.77 vs. RNWHX (37.79).
| JOEAX | RNWHX | JOEAX / RNWHX | |
| Total Expense Ratio | 1.29 | 0.72 | 179% |
| Annual Report Gross Expense Ratio | 1.29 | 0.72 | 179% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 9.427 | 6.064 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 63.7B | 2% |
| Annual Yield % from dividends | 0.86 | 1.10 | 79% |
| Returns for 1 year | 9.06 | 3.58 | 253% |
| Returns for 3 years | 24.53 | 26.47 | 93% |
| Returns for 5 years | 45.77 | 37.79 | 121% |
| Returns for 10 years | 25.41 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| VEA | 53.68 | 0.35 | +0.66% |
| Vanguard FTSE Developed Markets ETF | |||
| PBP | 21.77 | 0.06 | +0.28% |
| Invesco S&P 500 BuyWrite ETF | |||
| UMI | 49.37 | 0.02 | +0.04% |
| USCF Midstream Energy Income ETF | |||
| XDQQ | 33.02 | -0.02 | -0.06% |
| Innovator Gr 100 Acltd ETF™ Quarterly | |||
| BUFD | 25.04 | -0.02 | -0.08% |
| FT Vest Laddered Deep Buffer ETF | |||