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OEQAX vs RNWFX
OEQAX vs RNWFX Comparison
Open Charts OEQAX vs RNWFX
Oaktree Emerging Markets Equity A
Price$7.41
Change-$0.02 (-0.27%)
VolumeN/A
Net Assets229.57M
American Funds New World R5
Price$79.31
Change+$0.25 (+0.32%)
VolumeN/A
Net Assets63.36B
OEQAX vs RNWFX Comparison Chart
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OEQAX vs. RNWFX 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 RNWFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 63.4B vs. OEQAX (230M). 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). RNWFX annual gain was more profitable for investors over the last year : 8.40 vs. OEQAX (7.03).
| 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 | 2.766 | 2.653 | 104% |
| 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 | 1.51 | 176% |
| Returns for 1 year | 7.03 | 8.40 | 84% |
| Returns for 3 years | N/A | 0.55 | - |
| Returns for 5 years | N/A | 15.02 | - |
| Returns for 10 years | -38.20 | 50.52 | -76% |