JOEIX
Price
$17.58
Change
-$0.26 (-1.46%)
Updated
Sep 11 closing price
Net Assets
1.69B
RNWHX
Price
$107.05
Change
-$0.71 (-0.66%)
Updated
Sep 11 closing price
Net Assets
90.01B
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JOEIX vs RNWHX

JOEIX vs RNWHX Comparison Chart in %
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JOEIX vs. RNWHX commentary
Sep 12, 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 StrongBuy and RNWHX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 90B vs. JOEIX (1.69B). JOEIX pays higher dividends than RNWHX: JOEIX (2.53) 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 : 26.45 vs. RNWHX (17.19). JOEIX return over 5 years is better than : 51.32 vs. RNWHX (17.68).
JOEIXRNWHXJOEIX / RNWHX
Total Expense Ratio1.130.72157%
Annual Report Gross Expense Ratio1.130.72157%
Fund Existence14 years11 years-
Gain YTD19.42216.447118%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets1.69B90B2%
Annual Yield % from dividends2.531.15220%
Returns for 1 year26.4517.19154%
Returns for 3 years76.6253.84142%
Returns for 5 years51.3217.68290%
Returns for 10 years119.13111.44107%
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