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JOEIX vs RNWFX
JOEIX vs RNWFX Comparison
Open Charts JOEIX vs RNWFX
JOHCM Emerging Markets Opps Advisor
Price$11.58
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets1.1B
American Funds New World R5
Price$79.31
Change+$0.25 (+0.32%)
VolumeN/A
Net Assets63.36B
JOEIX vs RNWFX Comparison Chart
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JOEIX vs. RNWFX 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 RNWFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 63.4B vs. JOEIX (1.1B). JOEIX (1.58) and RNWFX (1.51) have matching dividends . JOEIX was incepted earlier than RNWFX: JOEIX (12 years) vs RNWFX (23 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). JOEIX annual gain was more profitable for investors over the last year : 14.98 vs. RNWFX (8.40). RNWFX return over 5 years is better than : 15.02 vs. JOEIX (13.76).
| JOEIX | RNWFX | JOEIX / RNWFX | |
| 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 | 2.653 | 73% |
| 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 | 1.51 | 105% |
| Returns for 1 year | 14.98 | 8.40 | 178% |
| Returns for 3 years | -3.01 | 0.55 | -544% |
| Returns for 5 years | 13.76 | 15.02 | 92% |
| Returns for 10 years | 23.76 | 50.52 | 47% |