RNWGX vs. JIREX
Compare and contrast key facts about American Funds New World Fund® Class R-6 (RNWGX) and JHancock Real Estate Securities Fund (JIREX).
RNWGX is managed by American Funds. It was launched on Aug 1, 2008. JIREX is managed by John Hancock. It was launched on Oct 14, 2005.
Performance
RNWGX vs. JIREX - Performance Comparison
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RNWGX vs. JIREX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
JIREX JHancock Real Estate Securities Fund | 3.94% | -1.14% | 10.74% | 12.94% | -28.64% | 46.44% | -5.53% | 29.33% | -3.46% | 4.72% |
Returns By Period
In the year-to-date period, RNWGX achieves a -1.47% return, which is significantly lower than JIREX's 3.94% return. Over the past 10 years, RNWGX has outperformed JIREX with an annualized return of 9.76%, while JIREX has yielded a comparatively lower 4.86% annualized return.
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%
JIREX
- 1D
- 1.61%
- 1M
- -5.87%
- YTD
- 3.94%
- 6M
- 1.77%
- 1Y
- 3.94%
- 3Y*
- 7.69%
- 5Y*
- 4.04%
- 10Y*
- 4.86%
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RNWGX vs. JIREX - Expense Ratio Comparison
RNWGX has a 0.57% expense ratio, which is lower than JIREX's 0.85% expense ratio.
Return for Risk
RNWGX vs. JIREX — Risk / Return Rank
RNWGX
JIREX
RNWGX vs. JIREX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds New World Fund® Class R-6 (RNWGX) and JHancock Real Estate Securities Fund (JIREX). 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.
| RNWGX | JIREX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.59 | 0.27 | +1.31 |
Sortino ratioReturn per unit of downside risk | 2.19 | 0.52 | +1.67 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.07 | +0.25 |
Calmar ratioReturn relative to maximum drawdown | 1.83 | 0.12 | +1.71 |
Martin ratioReturn relative to average drawdown | 7.62 | 0.41 | +7.22 |
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
| RNWGX | JIREX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.59 | 0.27 | +1.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.22 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.24 | +0.38 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.22 | +0.24 |
Correlation
The correlation between RNWGX and JIREX is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
RNWGX vs. JIREX - Dividend Comparison
RNWGX's dividend yield for the trailing twelve months is around 6.18%, while JIREX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
JIREX JHancock Real Estate Securities Fund | 0.00% | 0.00% | 1.99% | 2.37% | 13.80% | 11.82% | 1.92% | 8.80% | 4.66% | 5.89% | 8.70% | 12.72% |
Drawdowns
RNWGX vs. JIREX - Drawdown Comparison
The maximum RNWGX drawdown since its inception was -33.40%, smaller than the maximum JIREX drawdown of -73.35%. Use the drawdown chart below to compare losses from any high point for RNWGX and JIREX.
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Drawdown Indicators
| RNWGX | JIREX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.40% | -73.35% | +39.95% |
Max Drawdown (1Y)Largest decline over 1 year | -13.00% | -12.99% | -0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -33.40% | -34.41% | +1.01% |
Max Drawdown (10Y)Largest decline over 10 years | -33.40% | -41.23% | +7.83% |
Current DrawdownCurrent decline from peak | -10.73% | -8.29% | -2.44% |
Average DrawdownAverage peak-to-trough decline | -8.12% | -14.91% | +6.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.13% | 4.95% | -1.82% |
Volatility
RNWGX vs. JIREX - Volatility Comparison
American Funds New World Fund® Class R-6 (RNWGX) has a higher volatility of 7.09% compared to JHancock Real Estate Securities Fund (JIREX) at 4.16%. This indicates that RNWGX's price experiences larger fluctuations and is considered to be riskier than JIREX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RNWGX | JIREX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.09% | 4.16% | +2.93% |
Volatility (6M)Calculated over the trailing 6-month period | 11.01% | 9.51% | +1.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.63% | 18.66% | -3.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.17% | 19.18% | -4.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.98% | 21.02% | -5.04% |