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JOEMX vs RNWFX
JOEMX vs RNWFX Comparison
Open Charts JOEMX vs RNWFX
JOHCM Emerging Markets Opps Instl
Price$11.81
Change+$0.18 (+1.55%)
VolumeN/A
Net Assets1.1B
American Funds New World R5
Price$79.78
Change+$0.64 (+0.81%)
VolumeN/A
Net Assets63.4B
JOEMX vs RNWFX Comparison Chart
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JOEMX vs. RNWFX commentary
Jan 31, 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 StrongBuy and RNWFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 63.4B vs. JOEMX (1.1B). JOEMX pays higher dividends than RNWFX: JOEMX (1.69) vs RNWFX (1.51). JOEMX was incepted earlier than RNWFX: JOEMX (12 years) vs RNWFX (23 years). RNWFX is a more actively managed with annual turnover of: 32.00 vs. JOEMX (29.34). RNWFX has a lower initial minimum investment than JOEMX: RNWFX (250) vs JOEMX (100000). JOEMX annual gain was more profitable for investors over the last year : 14.14 vs. RNWFX (8.74). JOEMX (19.73) and RNWFX (19.62) have equivalent 5 years return.
| JOEMX | RNWFX | JOEMX / 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 | 2.197 | 3.262 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 63.4B | 2% |
| Annual Yield % from dividends | 1.69 | 1.51 | 112% |
| Returns for 1 year | 14.14 | 8.74 | 162% |
| Returns for 3 years | -2.92 | 1.44 | -203% |
| Returns for 5 years | 19.73 | 19.62 | 101% |
| Returns for 10 years | 27.14 | 53.03 | 51% |
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