Ad is loading...
BRKAX vs FNFWX
BRKAX vs FNFWX Comparison
Open Charts BRKAX vs FNFWX
MFS Blended Research Em Mkts Eq A
Price$13.04
Change+$0.51 (+4.07%)
VolumeN/A
Net Assets79.89M
American Funds New World 529-F-2
Price$74.18
Change+$3.86 (+5.49%)
VolumeN/A
Net Assets55.68B
BRKAX vs FNFWX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 55.7B vs. BRKAX (79.9M). BRKAX pays higher dividends than FNFWX: BRKAX (2.22) vs FNFWX (1.11). BRKAX was incepted earlier than FNFWX: BRKAX (10 years) vs FNFWX (4 years). BRKAX (1.95) is less costly to investors than FNFWX (0.69). BRKAX is a more actively managed with annual turnover of: 58.00 vs. FNFWX (37.00). FNFWX has a lower initial minimum investment than BRKAX: FNFWX (250) vs BRKAX (1000). BRKAX annual gain was more profitable for investors over the last year : -3.17 vs. FNFWX (-10.44).
| BRKAX | FNFWX | BRKAX / FNFWX | |
| Total Expense Ratio | 1.24 | 0.69 | 180% |
| Annual Report Gross Expense Ratio | 1.95 | 0.69 | 283% |
| Fund Existence | 10 years | 4 years | - |
| Gain YTD | -9.203 | -8.533 | 108% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.9M | 55.7B | 0% |
| Annual Yield % from dividends | 2.22 | 1.11 | 200% |
| Returns for 1 year | -3.17 | -10.44 | 30% |
| Returns for 3 years | -2.50 | -3.51 | 71% |
| Returns for 5 years | 27.71 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...