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OEQAX vs RNWAX
OEQAX vs RNWAX Comparison
Open Charts OEQAX vs RNWAX
Oaktree Emerging Markets Equity A
Price$7.41
Change-$0.02 (-0.27%)
VolumeN/A
Net Assets229.57M
American Funds New World R1
Price$75.54
Change+$0.24 (+0.32%)
VolumeN/A
Net Assets63.36B
OEQAX vs RNWAX Comparison Chart
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OEQAX vs. RNWAX commentary
Jan 23, 2025
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 OEQAX is a Hold and RNWAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNWAX has more cash in the bank: 63.4B vs. OEQAX (230M). OEQAX pays higher dividends than RNWAX: OEQAX (2.65) vs RNWAX (0.61). OEQAX was incepted earlier than RNWAX: OEQAX (3 years) vs RNWAX (23 years). OEQAX is a more actively managed with annual turnover of: 46.00 vs. RNWAX (32.00). RNWAX has a lower initial minimum investment than OEQAX: RNWAX (250) vs OEQAX (1000). RNWAX (7.15) and OEQAX (7.03) have marching annual gain over last year.
| OEQAX | RNWAX | OEQAX / RNWAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 3 years | 23 years | - |
| Gain YTD | 2.766 | 2.594 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230M | 63.4B | 0% |
| Annual Yield % from dividends | 2.65 | 0.61 | 432% |
| Returns for 1 year | 7.03 | 7.15 | 98% |
| Returns for 3 years | N/A | -1.74 | - |
| Returns for 5 years | N/A | 10.09 | - |
| Returns for 10 years | -38.20 | 43.37 | -88% |