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OEQAX vs RNWHX
OEQAX vs RNWHX Comparison
Open Charts OEQAX vs RNWHX
Oaktree Emerging Markets Equity A
Price$10.47
Change+$0.06 (+0.58%)
VolumeN/A
Net Assets315.77M
American Funds New World R5E
Price$95.01
Change-$0.04 (-0.04%)
VolumeN/A
Net Assets75.33B
OEQAX vs RNWHX Comparison Chart in %
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OEQAX vs. RNWHX commentary
Oct 07, 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 StrongBuy and RNWHX is a Hold.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 75.3B vs. OEQAX (316M). OEQAX pays higher dividends than RNWHX: OEQAX (1.65) vs RNWHX (0.93). 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 : 23.38 vs. RNWHX (12.99).
| 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 | 43.983 | 24.980 | 176% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 316M | 75.3B | 0% |
| Annual Yield % from dividends | 1.65 | 0.93 | 177% |
| Returns for 1 year | 23.38 | 12.99 | 180% |
| Returns for 3 years | 61.15 | 58.03 | 105% |
| Returns for 5 years | N/A | 31.30 | - |
| Returns for 10 years | -12.27 | N/A | - |
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