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JOEIX vs RNWHX
JOEIX vs RNWHX Comparison
Open Charts JOEIX vs RNWHX
JOHCM Emerging Markets Opps Advisor
Price$11.46
Change+$0.05 (+0.44%)
VolumeN/A
CapitalizationN/A
American Funds New World R5E
Price$76.47
Change+$0.12 (+0.16%)
VolumeN/A
CapitalizationN/A
JOEIX vs RNWHX Comparison Chart
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JOEIX vs. RNWHX 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 RNWHX is a Buy.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 62.2B vs. JOEIX (1.08B). 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 : 8.87 vs. RNWHX (5.71). JOEIX return over 5 years is better than : 14.84 vs. RNWHX (13.80).
| 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 | 6.864 | 4.394 | 156% |
| 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 | 1.44 | 109% |
| Returns for 1 year | 8.87 | 5.71 | 155% |
| Returns for 3 years | -1.58 | -5.37 | 29% |
| Returns for 5 years | 14.84 | 13.80 | 108% |
| Returns for 10 years | 27.50 | N/A | - |
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