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JOEAX vs RNWHX
JOEAX vs RNWHX Comparison
Open Charts JOEAX vs RNWHX
JOHCM Emerging Markets Opps Investor
Price$14.90
Change-$0.04 (-0.27%)
VolumeN/A
Net Assets1.36B
American Funds New World R5E
Price$94.70
Change-$0.31 (-0.33%)
VolumeN/A
Net Assets75.16B
JOEAX vs RNWHX Comparison Chart in %
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JOEAX vs. RNWHX commentary
Oct 08, 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 RNWHX is a Hold.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 75.2B vs. JOEAX (1.36B). RNWHX pays higher dividends than JOEAX: RNWHX (0.93) vs JOEAX (0.71). JOEAX was incepted earlier than RNWHX: JOEAX (12 years) vs RNWHX (10 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 : 18.32 vs. RNWHX (12.65). JOEAX return over 5 years is better than : 48.18 vs. RNWHX (30.19).
| JOEAX | RNWHX | JOEAX / RNWHX | |
| Total Expense Ratio | 1.29 | 0.72 | 179% |
| Annual Report Gross Expense Ratio | 1.29 | 0.72 | 179% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 31.630 | 24.572 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 75.2B | 2% |
| Annual Yield % from dividends | 0.71 | 0.93 | 77% |
| Returns for 1 year | 18.32 | 12.65 | 145% |
| Returns for 3 years | 58.29 | 57.51 | 101% |
| Returns for 5 years | 48.18 | 30.19 | 160% |
| Returns for 10 years | 76.12 | N/A | - |
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