Interact to see
Advertisement
Advertisement
OEQAX vs RNWHX
OEQAX vs RNWHX Comparison
Open Charts OEQAX vs RNWHX
Oaktree Emerging Markets Equity A
Price$11.51
Change+$1.21 (+11.75%)
VolumeN/A
Net Assets333.28M
American Funds New World R5E
Price$97.53
Change+$2.43 (+2.56%)
VolumeN/A
Net Assets75.46B
OEQAX vs RNWHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OEQAX vs. RNWHX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 75.5B vs. OEQAX (333M). OEQAX pays higher dividends than RNWHX: OEQAX (1.61) vs RNWHX (1.25). OEQAX was incepted earlier than RNWHX: OEQAX (4 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 (46.00). 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 : 58.08 vs. RNWHX (27.68).
| OEQAX | RNWHX | OEQAX / RNWHX | |
| Total Expense Ratio | 1.23 | 0.72 | 171% |
| Annual Report Gross Expense Ratio | 1.49 | 0.72 | 207% |
| Fund Existence | 4 years | 10 years | - |
| Gain YTD | 11.100 | 6.092 | 182% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 333M | 75.5B | 0% |
| Annual Yield % from dividends | 1.61 | 1.25 | 128% |
| Returns for 1 year | 58.08 | 27.68 | 210% |
| Returns for 3 years | 51.30 | 43.24 | 119% |
| Returns for 5 years | N/A | 11.69 | - |
| Returns for 10 years | 8.24 | 124.21 | 7% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement