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JOEIX vs RNWHX
JOEIX vs RNWHX Comparison
Open Charts JOEIX vs RNWHX
JOHCM Emerging Markets Opps Advisor
Price$13.68
Change-$0.08 (-0.58%)
VolumeN/A
Net Assets1.26B
American Funds New World R5E
Price$89.02
Change-$0.41 (-0.46%)
VolumeN/A
Net Assets71.13B
JOEIX vs RNWHX Comparison Chart in %
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JOEIX vs. RNWHX commentary
Jul 26, 2025
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 StrongBuy and RNWHX is a Buy.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 71.1B vs. JOEIX (1.26B). RNWHX (0.99) and JOEIX (0.94) have matching dividends . JOEIX was incepted earlier than RNWHX: JOEIX (13 years) vs RNWHX (10 years). JOEIX (1.14) is less costly to investors than RNWHX (0.72). JOEIX (37.00) and RNWHX (37.00) have comparable annual turnover. 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 : 24.97 vs. RNWHX (16.04). JOEIX return over 5 years is better than : 42.14 vs. RNWHX (29.58).
| JOEIX | RNWHX | JOEIX / RNWHX | |
| Total Expense Ratio | 1.14 | 0.72 | 158% |
| Annual Report Gross Expense Ratio | 1.14 | 0.72 | 158% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 21.127 | 17.101 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 71.1B | 2% |
| Annual Yield % from dividends | 0.94 | 0.99 | 96% |
| Returns for 1 year | 24.97 | 16.04 | 156% |
| Returns for 3 years | 40.22 | 40.30 | 100% |
| Returns for 5 years | 42.14 | 29.58 | 142% |
| Returns for 10 years | 59.60 | N/A | - |
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