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OEQAX vs RNWHX
OEQAX vs RNWHX Comparison
Open Charts OEQAX vs RNWHX
Oaktree Emerging Markets Equity A
Price$8.99
Change-$0.03 (-0.33%)
VolumeN/A
Net Assets273.4M
American Funds New World R5E
Price$89.02
Change-$0.41 (-0.46%)
VolumeN/A
Net Assets70.79B
OEQAX vs RNWHX Comparison Chart in %
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OEQAX vs. RNWHX commentary
Jul 27, 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 RNWHX is a Buy.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 70.8B vs. OEQAX (273M). 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 : 24.42 vs. RNWHX (16.04).
| 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 | 24.343 | 17.101 | 142% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 273M | 70.8B | 0% |
| Annual Yield % from dividends | 1.95 | 0.99 | 197% |
| Returns for 1 year | 24.42 | 16.04 | 152% |
| Returns for 3 years | 33.96 | 40.30 | 84% |
| Returns for 5 years | N/A | 29.58 | - |
| Returns for 10 years | -28.66 | N/A | - |
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