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JOEIX vs RNWFX
JOEIX vs RNWFX Comparison
Open Charts JOEIX vs RNWFX
JOHCM Emerging Markets Opps Advisor
Price$11.68
Change+$0.01 (+0.09%)
VolumeN/A
CapitalizationN/A
American Funds New World R5
Price$81.24
Change+$0.05 (+0.06%)
VolumeN/A
CapitalizationN/A
JOEIX vs RNWFX Comparison Chart
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JOEIX vs. RNWFX commentary
Nov 23, 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: 63B 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 (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 : 12.52 vs. RNWFX (11.69). JOEIX return over 5 years is better than : 21.42 vs. RNWFX (18.36).
| 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 | 7.657 | 8.003 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 63B | 2% |
| Annual Yield % from dividends | 1.58 | 1.51 | 105% |
| Returns for 1 year | 12.52 | 11.69 | 107% |
| Returns for 3 years | -2.30 | -10.75 | 21% |
| Returns for 5 years | 21.42 | 18.36 | 117% |
| Returns for 10 years | 23.95 | 41.15 | 58% |