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OEQAX vs RNWBX
OEQAX vs RNWBX Comparison
Open Charts OEQAX vs RNWBX
Oaktree Emerging Markets Equity A
Price$8.67
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets261.44M
American Funds New World R2
Price$84.75
Change+$0.27 (+0.32%)
VolumeN/A
Net Assets69.95B
OEQAX vs RNWBX Comparison Chart in %
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OEQAX vs. RNWBX commentary
Jul 03, 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 Buy and RNWBX is a Buy.
FUNDAMENTALS
Fundamentals
RNWBX has more cash in the bank: 69.9B vs. OEQAX (261M). OEQAX pays higher dividends than RNWBX: OEQAX (1.95) vs RNWBX (0.13). OEQAX was incepted earlier than RNWBX: OEQAX (3 years) vs RNWBX (23 years). RNWBX (1.67) is less costly to investors than OEQAX (1.49). OEQAX is a more actively managed with annual turnover of: 124.00 vs. RNWBX (37.00). RNWBX has a lower initial minimum investment than OEQAX: RNWBX (250) vs OEQAX (1000). OEQAX annual gain was more profitable for investors over the last year : 16.87 vs. RNWBX (10.72).
| OEQAX | RNWBX | OEQAX / RNWBX | |
| Total Expense Ratio | 1.23 | 1.67 | 74% |
| Annual Report Gross Expense Ratio | 1.49 | 1.67 | 89% |
| Fund Existence | 3 years | 23 years | - |
| Gain YTD | 19.640 | 14.997 | 131% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 261M | 69.9B | 0% |
| Annual Yield % from dividends | 1.95 | 0.13 | 1,519% |
| Returns for 1 year | 16.87 | 10.72 | 157% |
| Returns for 3 years | 26.79 | 36.12 | 74% |
| Returns for 5 years | N/A | 26.60 | - |
| Returns for 10 years | -30.78 | 59.74 | -52% |