Interact to see
Advertisement
Advertisement
JOEIX vs RNWHX
JOEIX vs RNWHX Comparison
Open Charts JOEIX vs RNWHX
JOEIX vs RNWHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JOEIX vs. RNWHX commentary
Jun 24, 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 JOEIX is a Buy and RNWHX is a Hold.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 90.9B vs. JOEIX (1.74B). JOEIX pays higher dividends than RNWHX: JOEIX (2.49) vs RNWHX (1.15). JOEIX was incepted earlier than RNWHX: JOEIX (14 years) vs RNWHX (11 years). JOEIX (1.13) is less costly to investors than RNWHX (0.72). RNWHX is a more actively managed with annual turnover of: 46.00 vs. JOEIX (14.12). JOEIX has a lower initial minimum investment than RNWHX: JOEIX (0) vs RNWHX (250). JOEIX annual gain was more profitable for investors over the last year : 43.94 vs. RNWHX (31.15). JOEIX return over 5 years is better than : 48.67 vs. RNWHX (20.21).
| JOEIX | RNWHX | JOEIX / RNWHX | |
| Total Expense Ratio | 1.13 | 0.72 | 157% |
| Annual Report Gross Expense Ratio | 1.13 | 0.72 | 157% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 22.043 | 18.743 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 90.9B | 2% |
| Annual Yield % from dividends | 2.49 | 1.15 | 217% |
| Returns for 1 year | 43.94 | 31.15 | 141% |
| Returns for 3 years | 76.36 | 57.37 | 133% |
| Returns for 5 years | 48.67 | 20.21 | 241% |
| Returns for 10 years | 152.55 | 132.48 | 115% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement