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BRKAX vs FNFWX
BRKAX vs FNFWX Comparison
Open Charts BRKAX vs FNFWX
MFS Blended Research Em Mkts Eq A
Price$16.09
Change+$0.13 (+0.81%)
VolumeN/A
Net Assets104.44M
American Funds New World 529-F-2
Price$89.57
Change+$0.55 (+0.62%)
VolumeN/A
Net Assets70.56B
BRKAX vs FNFWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 70.6B vs. BRKAX (104M). BRKAX pays higher dividends than FNFWX: BRKAX (1.98) vs FNFWX (0.98). BRKAX was incepted earlier than FNFWX: BRKAX (10 years) vs FNFWX (5 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 : 17.01 vs. FNFWX (11.72).
| 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 | 5 years | - |
| Gain YTD | 16.594 | 16.506 | 101% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 70.6B | 0% |
| Annual Yield % from dividends | 1.98 | 0.98 | 202% |
| Returns for 1 year | 17.01 | 11.72 | 145% |
| Returns for 3 years | 39.64 | 41.81 | 95% |
| Returns for 5 years | 44.48 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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