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OEQAX vs RNWHX
OEQAX vs RNWHX Comparison
Open Charts OEQAX vs RNWHX
Oaktree Emerging Markets Equity A
Price$8.67
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets261.44M
American Funds New World R5E
Price$88.02
Change+$0.29 (+0.33%)
VolumeN/A
Net Assets69.95B
OEQAX vs RNWHX Comparison Chart in %
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OEQAX vs. RNWHX 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 RNWHX is a Buy.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 69.9B vs. OEQAX (261M). OEQAX pays higher dividends than RNWHX: OEQAX (1.95) vs RNWHX (0.99). OEQAX was incepted earlier than RNWHX: OEQAX (3 years) vs RNWHX (10 years). OEQAX (1.49) is less costly to investors than RNWHX (0.72). OEQAX is a more actively managed with annual turnover of: 124.00 vs. RNWHX (37.00). RNWHX has a lower initial minimum investment than OEQAX: RNWHX (250) vs OEQAX (1000). OEQAX annual gain was more profitable for investors over the last year : 17.36 vs. RNWHX (12.22).
| OEQAX | RNWHX | OEQAX / RNWHX | |
| Total Expense Ratio | 1.23 | 0.72 | 171% |
| Annual Report Gross Expense Ratio | 1.49 | 0.72 | 207% |
| Fund Existence | 3 years | 10 years | - |
| Gain YTD | 19.502 | 15.785 | 124% |
| 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 | 0.99 | 197% |
| Returns for 1 year | 17.36 | 12.22 | 142% |
| Returns for 3 years | 26.64 | 39.15 | 68% |
| Returns for 5 years | N/A | 31.70 | - |
| Returns for 10 years | -30.86 | N/A | - |
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