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JOEIX vs RNWHX
JOEIX vs RNWHX Comparison
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JOEIX vs RNWHX Comparison Chart in %
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JOEIX vs. RNWHX commentary
Jul 14, 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 Hold and RNWHX is a Hold.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 90.7B vs. JOEIX (1.67B). JOEIX pays higher dividends than RNWHX: JOEIX (2.50) vs RNWHX (1.14). 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 : 36.54 vs. RNWHX (19.47). JOEIX return over 5 years is better than : 46.75 vs. RNWHX (14.04).
| 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 | 19.153 | 12.651 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 90.7B | 2% |
| Annual Yield % from dividends | 2.50 | 1.14 | 218% |
| Returns for 1 year | 36.54 | 19.47 | 188% |
| Returns for 3 years | 67.28 | 43.67 | 154% |
| Returns for 5 years | 46.75 | 14.04 | 333% |
| Returns for 10 years | 125.78 | 107.31 | 117% |
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