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JOEIX vs RNWAX
JOEIX vs RNWAX Comparison
Open Charts JOEIX vs RNWAX
JOHCM Emerging Markets Opps Advisor
Price$11.58
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets1.1B
American Funds New World R1
Price$75.54
Change+$0.24 (+0.32%)
VolumeN/A
Net Assets63.36B
JOEIX vs RNWAX Comparison Chart
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JOEIX vs. RNWAX commentary
Jan 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 Hold and RNWAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNWAX has more cash in the bank: 63.4B vs. JOEIX (1.1B). 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 : 14.98 vs. RNWAX (7.15). JOEIX return over 5 years is better than : 13.76 vs. RNWAX (10.09).
| 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 | 1.937 | 2.594 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 63.4B | 2% |
| Annual Yield % from dividends | 1.58 | 0.61 | 256% |
| Returns for 1 year | 14.98 | 7.15 | 210% |
| Returns for 3 years | -3.01 | -1.74 | 173% |
| Returns for 5 years | 13.76 | 10.09 | 136% |
| Returns for 10 years | 23.76 | 43.37 | 55% |
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