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JOEIX vs RNWHX
JOEIX vs RNWHX Comparison
Open Charts JOEIX vs RNWHX
JOHCM Emerging Markets Opps Advisor
Price$11.68
Change+$0.01 (+0.09%)
VolumeN/A
CapitalizationN/A
American Funds New World R5E
Price$79.93
Change+$0.04 (+0.05%)
VolumeN/A
CapitalizationN/A
JOEIX vs RNWHX Comparison Chart
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JOEIX vs. RNWHX 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 RNWHX is a Buy.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 63B vs. JOEIX (1.11B). JOEIX pays higher dividends than RNWHX: JOEIX (1.58) vs RNWHX (1.44). JOEIX was incepted earlier than RNWHX: JOEIX (12 years) vs RNWHX (9 years). RNWHX is a more actively managed with annual turnover of: 32.00 vs. JOEIX (29.34). JOEIX has a lower initial minimum investment than RNWHX: JOEIX (0) vs RNWHX (250). JOEIX annual gain was more profitable for investors over the last year : 12.52 vs. RNWHX (11.55). JOEIX return over 5 years is better than : 21.42 vs. RNWHX (17.79).
| JOEIX | RNWHX | JOEIX / RNWHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 7.657 | 7.897 | 97% |
| 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 | 1.44 | 109% |
| Returns for 1 year | 12.52 | 11.55 | 108% |
| Returns for 3 years | -2.30 | -11.05 | 21% |
| Returns for 5 years | 21.42 | 17.79 | 120% |
| Returns for 10 years | 23.95 | N/A | - |