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JOEAX vs RNWHX
JOEAX vs RNWHX Comparison
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JOEAX vs RNWHX Comparison Chart in %
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JOEAX vs. RNWHX commentary
Jun 23, 2026
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 JOEAX is a Buy and RNWHX is a Hold.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 90.9B vs. JOEAX (1.72B). JOEAX pays higher dividends than RNWHX: JOEAX (2.34) vs RNWHX (1.15). JOEAX was incepted earlier than RNWHX: JOEAX (13 years) vs RNWHX (11 years). JOEAX (1.28) is less costly to investors than RNWHX (0.72). RNWHX is a more actively managed with annual turnover of: 46.00 vs. JOEAX (14.12). JOEAX has a lower initial minimum investment than RNWHX: JOEAX (0) vs RNWHX (250). JOEAX annual gain was more profitable for investors over the last year : 43.71 vs. RNWHX (31.15). JOEAX return over 5 years is better than : 47.50 vs. RNWHX (20.21).
| JOEAX | RNWHX | JOEAX / RNWHX | |
| Total Expense Ratio | 1.28 | 0.72 | 178% |
| Annual Report Gross Expense Ratio | 1.28 | 0.72 | 178% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 22.058 | 18.743 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72B | 90.9B | 2% |
| Annual Yield % from dividends | 2.34 | 1.15 | 204% |
| Returns for 1 year | 43.71 | 31.15 | 140% |
| Returns for 3 years | 75.45 | 57.37 | 132% |
| Returns for 5 years | 47.50 | 20.21 | 235% |
| Returns for 10 years | 148.79 | 132.48 | 112% |
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