JOEAX
Price
$17.37
Change
+$0.16 (+0.93%)
Updated
Jul 31 closing price
Net Assets
1.63B
RNWHX
Price
$104.78
Change
+$2.03 (+1.98%)
Updated
Jul 31 closing price
Net Assets
90.71B
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JOEAX vs RNWHX

JOEAX vs RNWHX Comparison Chart in %
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JOEAX vs. RNWHX commentary
Aug 03, 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 Buy.

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FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 90.7B vs. JOEAX (1.63B). JOEAX pays higher dividends than RNWHX: JOEAX (2.41) vs RNWHX (1.17). 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 : 33.63 vs. RNWHX (21.78). JOEAX return over 5 years is better than : 47.16 vs. RNWHX (17.87).
JOEAXRNWHXJOEAX / RNWHX
Total Expense Ratio1.280.72178%
Annual Report Gross Expense Ratio1.280.72178%
Fund Existence13 years11 years-
Gain YTD16.81213.978120%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets1.63B90.7B2%
Annual Yield % from dividends2.411.17206%
Returns for 1 year33.6321.78154%
Returns for 3 years60.4144.40136%
Returns for 5 years47.1617.87264%
Returns for 10 years116.66107.97108%
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