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OEQAX vs RNWFX
OEQAX vs RNWFX Comparison
Open Charts OEQAX vs RNWFX
Oaktree Emerging Markets Equity A
Price$9.35
Change-$0.07 (-0.74%)
VolumeN/A
Net Assets281.75M
American Funds New World R5
Price$92.01
Change+$0.67 (+0.73%)
VolumeN/A
Net Assets71.38B
OEQAX vs RNWFX Comparison Chart in %
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OEQAX vs. RNWFX commentary
Sep 08, 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 RNWFX is a Buy.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 71.4B vs. OEQAX (282M). OEQAX pays higher dividends than RNWFX: OEQAX (1.81) vs RNWFX (1.01). OEQAX was incepted earlier than RNWFX: OEQAX (3 years) vs RNWFX (23 years). OEQAX (1.49) is less costly to investors than RNWFX (0.62). OEQAX is a more actively managed with annual turnover of: 124.00 vs. RNWFX (37.00). 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 : 27.51 vs. RNWFX (15.41).
| OEQAX | RNWFX | OEQAX / RNWFX | |
| Total Expense Ratio | 1.23 | 0.62 | 198% |
| Annual Report Gross Expense Ratio | 1.49 | 0.62 | 240% |
| Fund Existence | 3 years | 23 years | - |
| Gain YTD | 29.322 | 19.091 | 154% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 282M | 71.4B | 0% |
| Annual Yield % from dividends | 1.81 | 1.01 | 178% |
| Returns for 1 year | 27.51 | 15.41 | 179% |
| Returns for 3 years | 40.69 | 43.73 | 93% |
| Returns for 5 years | N/A | 26.72 | - |
| Returns for 10 years | -20.97 | 93.12 | -23% |
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