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JOEIX vs RNWFX
JOEIX vs RNWFX Comparison
Open Charts JOEIX vs RNWFX
JOHCM Emerging Markets Opps Advisor
Price$11.46
Change+$0.05 (+0.44%)
VolumeN/A
CapitalizationN/A
American Funds New World R5
Price$77.72
Change+$0.12 (+0.15%)
VolumeN/A
CapitalizationN/A
JOEIX vs RNWFX Comparison Chart
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JOEIX vs. RNWFX commentary
Dec 24, 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 Hold and RNWFX is a Buy.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 62.2B vs. JOEIX (1.08B). 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 : 8.87 vs. RNWFX (5.86). JOEIX (14.84) and RNWFX (14.39) have equivalent 5 years return.
| 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 | 6.864 | 4.549 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 62.2B | 2% |
| Annual Yield % from dividends | 1.58 | 1.51 | 105% |
| Returns for 1 year | 8.87 | 5.86 | 151% |
| Returns for 3 years | -1.58 | -5.10 | 31% |
| Returns for 5 years | 14.84 | 14.39 | 103% |
| Returns for 10 years | 27.50 | 42.67 | 64% |
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