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JOEMX vs RNWFX
JOEMX vs RNWFX Comparison
Open Charts JOEMX vs RNWFX
JOHCM Emerging Markets Opps Instl
Price$13.03
Change-$0.11 (-0.84%)
VolumeN/A
Net Assets1.19B
American Funds New World R5
Price$85.78
Change-$0.49 (-0.57%)
VolumeN/A
Net Assets67.64B
JOEMX vs RNWFX Comparison Chart in %
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JOEMX vs. RNWFX commentary
Jun 22, 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 RNWFX is a Buy.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 67.6B vs. JOEMX (1.19B). RNWFX (1.09) and JOEMX (1.08) have matching dividends . JOEMX was incepted earlier than RNWFX: JOEMX (13 years) vs RNWFX (23 years). JOEMX (1.04) is less costly to investors than RNWFX (0.62). JOEMX (37.00) and RNWFX (37.00) have comparable annual turnover. 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 : 15.01 vs. RNWFX (6.97). JOEMX return over 5 years is better than : 46.43 vs. RNWFX (30.20).
| JOEMX | RNWFX | JOEMX / RNWFX | |
| Total Expense Ratio | 1.04 | 0.62 | 168% |
| Annual Report Gross Expense Ratio | 1.04 | 0.62 | 168% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 15.466 | 11.028 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 67.6B | 2% |
| Annual Yield % from dividends | 1.08 | 1.09 | 99% |
| Returns for 1 year | 15.01 | 6.97 | 215% |
| Returns for 3 years | 33.40 | 33.43 | 100% |
| Returns for 5 years | 46.43 | 30.20 | 154% |
| Returns for 10 years | 37.35 | 57.53 | 65% |
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