Ad is loading...
OEQAX vs RNWFX
OEQAX vs RNWFX Comparison
Open Charts OEQAX vs RNWFX
Oaktree Emerging Markets Equity A
Price$7.88
Change-$0.01 (-0.13%)
VolumeN/A
Net Assets239.85M
American Funds New World R5
Price$80.73
Change-$0.44 (-0.54%)
VolumeN/A
Net Assets63.63B
OEQAX vs RNWFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OEQAX vs. RNWFX commentary
Feb 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 RNWFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 63.6B vs. OEQAX (240M). OEQAX pays higher dividends than RNWFX: OEQAX (2.65) vs RNWFX (1.51). OEQAX was incepted earlier than RNWFX: OEQAX (3 years) vs RNWFX (23 years). OEQAX is a more actively managed with annual turnover of: 46.00 vs. RNWFX (32.00). RNWFX has a lower initial minimum investment than OEQAX: RNWFX (250) vs OEQAX (1000). OEQAX annual gain was more profitable for investors over the last year : 8.47 vs. RNWFX (5.10).
| OEQAX | RNWFX | OEQAX / RNWFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 3 years | 23 years | - |
| Gain YTD | 8.990 | 4.491 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240M | 63.6B | 0% |
| Annual Yield % from dividends | 2.65 | 1.51 | 176% |
| Returns for 1 year | 8.47 | 5.10 | 166% |
| Returns for 3 years | N/A | 6.30 | - |
| Returns for 5 years | N/A | 18.00 | - |
| Returns for 10 years | -37.16 | 50.70 | -73% |
View a ticker or compare two or three
VS
VS
Ad is loading...