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JOEIX vs RNWFX
JOEIX vs RNWFX Comparison
Open Charts JOEIX vs RNWFX
JOHCM Emerging Markets Opps Advisor
Price$11.82
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds New World R5
Price$81.74
Change-$0.65 (-0.79%)
VolumeN/A
CapitalizationN/A
JOEIX vs RNWFX Comparison Chart
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JOEIX vs. RNWFX commentary
Nov 14, 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 Sell and RNWFX is a Buy.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 62.3B vs. JOEIX (1.12B). 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 (16.96) and RNWFX (16.65) have marching annual gain over last year. JOEIX return over 5 years is better than : 23.43 vs. RNWFX (20.63).
| 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 | 9.041 | 9.532 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 62.3B | 2% |
| Annual Yield % from dividends | 1.58 | 1.51 | 105% |
| Returns for 1 year | 16.96 | 16.65 | 102% |
| Returns for 3 years | -1.88 | -12.40 | 15% |
| Returns for 5 years | 23.43 | 20.63 | 114% |
| Returns for 10 years | 25.55 | 44.31 | 58% |