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JOEIX vs RNWFX
JOEIX vs RNWFX Comparison
Open Charts JOEIX vs RNWFX
JOHCM Emerging Markets Opps Advisor
Price$11.70
Change+$0.04 (+0.34%)
VolumeN/A
CapitalizationN/A
American Funds New World R5
Price$83.31
Change-$0.10 (-0.12%)
VolumeN/A
CapitalizationN/A
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JOEIX vs RNWFX Comparison Chart
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JOEIX vs. RNWFX commentary
Sep 21, 2024
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 Buy and RNWFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 63.1B vs. JOEIX (1.11B). JOEIX (1.58) and RNWFX (1.51) have matching dividends . JOEIX was incepted earlier than RNWFX: JOEIX (12 years) vs RNWFX (22 years). RNWFX is a more actively managed with annual turnover of: 32.00 vs. JOEIX (29.34). JOEIX has a lower initial minimum investment than RNWFX: JOEIX (0) vs RNWFX (250). RNWFX annual gain was more profitable for investors over the last year : 14.44 vs. JOEIX (10.37). RNWFX return over 5 years is better than : 23.97 vs. JOEIX (19.00).
| JOEIX | RNWFX | JOEIX / RNWFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 22 years | - |
| Gain YTD | 5.996 | 9.253 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 63.1B | 2% |
| Annual Yield % from dividends | 1.58 | 1.51 | 105% |
| Returns for 1 year | 10.37 | 14.44 | 72% |
| Returns for 3 years | -3.81 | -12.14 | 31% |
| Returns for 5 years | 19.00 | 23.97 | 79% |
| Returns for 10 years | 20.42 | 40.22 | 51% |
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