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JOEMX vs RNWAX
JOEMX vs RNWAX Comparison
Open Charts JOEMX vs RNWAX
JOHCM Emerging Markets Opps Instl
Price$11.40
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.08B
American Funds New World R1
Price$74.39
Change+$0.34 (+0.46%)
VolumeN/A
Net Assets62.57B
JOEMX vs RNWAX Comparison Chart
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JOEMX vs. RNWAX commentary
Jan 19, 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 JOEMX is a Hold and RNWAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNWAX has more cash in the bank: 62.6B vs. JOEMX (1.08B). JOEMX pays higher dividends than RNWAX: JOEMX (1.69) vs RNWAX (0.61). JOEMX was incepted earlier than RNWAX: JOEMX (12 years) vs RNWAX (23 years). RNWAX is a more actively managed with annual turnover of: 32.00 vs. JOEMX (29.34). RNWAX has a lower initial minimum investment than JOEMX: RNWAX (250) vs JOEMX (100000). JOEMX annual gain was more profitable for investors over the last year : 12.53 vs. RNWAX (6.20). JOEMX return over 5 years is better than : 9.91 vs. RNWAX (6.50).
| JOEMX | RNWAX | JOEMX / RNWAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 0.176 | 1.032 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 62.6B | 2% |
| Annual Yield % from dividends | 1.69 | 0.61 | 275% |
| Returns for 1 year | 12.53 | 6.20 | 202% |
| Returns for 3 years | -4.61 | -5.07 | 91% |
| Returns for 5 years | 9.91 | 6.50 | 152% |
| Returns for 10 years | 26.48 | 43.55 | 61% |