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JOEMX vs RNWFX
JOEMX vs RNWFX Comparison
Open Charts JOEMX vs RNWFX
JOHCM Emerging Markets Opps Instl
Price$15.00
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets1.38B
American Funds New World R5
Price$95.83
Change-$0.11 (-0.11%)
VolumeN/A
Net Assets74.13B
JOEMX vs RNWFX Comparison Chart in %
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JOEMX vs. RNWFX commentary
Nov 21, 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 Hold.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 74.1B vs. JOEMX (1.38B). RNWFX (0.95) and JOEMX (0.92) have matching dividends . JOEMX was incepted earlier than RNWFX: JOEMX (13 years) vs RNWFX (24 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 : 29.01 vs. RNWFX (19.27). JOEMX return over 5 years is better than : 40.66 vs. RNWFX (20.92).
| 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 | 24 years | - |
| Gain YTD | 31.986 | 24.036 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 74.1B | 2% |
| Annual Yield % from dividends | 0.92 | 0.95 | 97% |
| Returns for 1 year | 29.01 | 19.27 | 151% |
| Returns for 3 years | 52.05 | 46.30 | 112% |
| Returns for 5 years | 40.66 | 20.92 | 194% |
| Returns for 10 years | 79.86 | 91.09 | 88% |
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