JNEMX vs. RNWGX
Compare and contrast key facts about JPMorgan International Equity Fund Class R6 (JNEMX) and American Funds New World Fund® Class R-6 (RNWGX).
JNEMX is managed by JPMorgan. It was launched on Dec 1, 2010. RNWGX is managed by American Funds. It was launched on Aug 1, 2008.
Performance
JNEMX vs. RNWGX - Performance Comparison
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JNEMX vs. RNWGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JNEMX JPMorgan International Equity Fund Class R6 | 1.23% | 26.14% | 1.62% | 18.11% | -19.44% | 11.92% | 13.42% | 27.95% | -17.69% | 30.04% |
RNWGX American Funds New World Fund® Class R-6 | -1.47% | 28.67% | 6.88% | 16.26% | -21.77% | 5.09% | 25.30% | 28.03% | -12.00% | 33.07% |
Returns By Period
In the year-to-date period, JNEMX achieves a 1.23% return, which is significantly higher than RNWGX's -1.47% return. Over the past 10 years, JNEMX has underperformed RNWGX with an annualized return of 8.70%, while RNWGX has yielded a comparatively higher 9.76% annualized return.
JNEMX
- 1D
- 3.06%
- 1M
- -6.23%
- YTD
- 1.23%
- 6M
- 2.70%
- 1Y
- 16.66%
- 3Y*
- 12.04%
- 5Y*
- 6.08%
- 10Y*
- 8.70%
RNWGX
- 1D
- 2.62%
- 1M
- -8.56%
- YTD
- -1.47%
- 6M
- 2.11%
- 1Y
- 24.01%
- 3Y*
- 13.88%
- 5Y*
- 4.79%
- 10Y*
- 9.76%
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JNEMX vs. RNWGX - Expense Ratio Comparison
JNEMX has a 0.50% expense ratio, which is lower than RNWGX's 0.57% expense ratio.
Return for Risk
JNEMX vs. RNWGX — Risk / Return Rank
JNEMX
RNWGX
JNEMX vs. RNWGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan International Equity Fund Class R6 (JNEMX) and American Funds New World Fund® Class R-6 (RNWGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| JNEMX | RNWGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | 1.59 | -0.60 |
Sortino ratioReturn per unit of downside risk | 1.41 | 2.19 | -0.79 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.32 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.35 | 1.83 | -0.48 |
Martin ratioReturn relative to average drawdown | 5.12 | 7.62 | -2.50 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JNEMX | RNWGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | 1.59 | -0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.32 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.61 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.46 | -0.07 |
Correlation
The correlation between JNEMX and RNWGX is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
JNEMX vs. RNWGX - Dividend Comparison
JNEMX's dividend yield for the trailing twelve months is around 6.62%, more than RNWGX's 6.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JNEMX JPMorgan International Equity Fund Class R6 | 6.62% | 6.71% | 3.27% | 2.40% | 2.88% | 6.89% | 1.30% | 3.65% | 3.93% | 1.83% | 2.03% | 2.17% |
RNWGX American Funds New World Fund® Class R-6 | 6.18% | 6.09% | 4.11% | 2.88% | 1.33% | 7.32% | 0.44% | 4.05% | 2.71% | 2.26% | 1.37% | 1.04% |
Drawdowns
JNEMX vs. RNWGX - Drawdown Comparison
The maximum JNEMX drawdown since its inception was -34.13%, roughly equal to the maximum RNWGX drawdown of -33.40%. Use the drawdown chart below to compare losses from any high point for JNEMX and RNWGX.
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Drawdown Indicators
| JNEMX | RNWGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.13% | -33.40% | -0.73% |
Max Drawdown (1Y)Largest decline over 1 year | -11.62% | -13.00% | +1.38% |
Max Drawdown (5Y)Largest decline over 5 years | -33.05% | -33.40% | +0.35% |
Max Drawdown (10Y)Largest decline over 10 years | -34.13% | -33.40% | -0.73% |
Current DrawdownCurrent decline from peak | -8.24% | -10.73% | +2.49% |
Average DrawdownAverage peak-to-trough decline | -8.27% | -8.12% | -0.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.06% | 3.13% | -0.07% |
Volatility
JNEMX vs. RNWGX - Volatility Comparison
JPMorgan International Equity Fund Class R6 (JNEMX) has a higher volatility of 7.97% compared to American Funds New World Fund® Class R-6 (RNWGX) at 7.09%. This indicates that JNEMX's price experiences larger fluctuations and is considered to be riskier than RNWGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JNEMX | RNWGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.97% | 7.09% | +0.88% |
Volatility (6M)Calculated over the trailing 6-month period | 11.45% | 11.01% | +0.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.05% | 15.63% | +1.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.58% | 15.17% | +1.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.19% | 15.98% | +1.21% |