Ad is loading...
JOEIX vs RNWAX
JOEIX vs RNWAX Comparison
Open Charts JOEIX vs RNWAX
JOHCM Emerging Markets Opps Advisor
Price$12.21
Change+$0.06 (+0.49%)
VolumeN/A
Net Assets1.16B
American Funds New World R1
Price$76.83
Change-$0.42 (-0.54%)
VolumeN/A
Net Assets63.63B
JOEIX vs RNWAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JOEIX vs. RNWAX 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 JOEIX is a StrongBuy and RNWAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNWAX has more cash in the bank: 63.6B vs. JOEIX (1.16B). JOEIX pays higher dividends than RNWAX: JOEIX (1.58) vs RNWAX (0.61). JOEIX was incepted earlier than RNWAX: JOEIX (12 years) vs RNWAX (23 years). RNWAX is a more actively managed with annual turnover of: 32.00 vs. JOEIX (29.34). JOEIX has a lower initial minimum investment than RNWAX: JOEIX (0) vs RNWAX (250). JOEIX annual gain was more profitable for investors over the last year : 12.82 vs. RNWAX (3.89). JOEIX return over 5 years is better than : 22.69 vs. RNWAX (12.95).
| JOEIX | RNWAX | JOEIX / RNWAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 7.482 | 4.346 | 172% |
| 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 | 1.58 | 0.61 | 256% |
| Returns for 1 year | 12.82 | 3.89 | 329% |
| Returns for 3 years | 3.42 | 3.88 | 88% |
| Returns for 5 years | 22.69 | 12.95 | 175% |
| Returns for 10 years | 30.97 | 43.58 | 71% |
View a ticker or compare two or three
VS
VS
Ad is loading...