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BRKAX vs FWWNX
BRKAX vs FWWNX Comparison
Open Charts BRKAX vs FWWNX
MFS Blended Research Em Mkts Eq A
Price$13.97
Change+$0.07 (+0.50%)
VolumeN/A
Net Assets91.89M
American Funds New World 529-F-3
Price$78.94
Change+$0.26 (+0.33%)
VolumeN/A
Net Assets63.54B
BRKAX vs FWWNX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 63.5B vs. BRKAX (91.9M). BRKAX pays higher dividends than FWWNX: BRKAX (2.32) vs FWWNX (1.50). BRKAX was incepted earlier than FWWNX: BRKAX (9 years) vs FWWNX (4 years). BRKAX is a more actively managed with annual turnover of: 63.00 vs. FWWNX (32.00). FWWNX has a lower initial minimum investment than BRKAX: FWWNX (250) vs BRKAX (1000). BRKAX annual gain was more profitable for investors over the last year : 19.03 vs. FWWNX (7.95).
| BRKAX | FWWNX | BRKAX / FWWNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 4 years | - |
| Gain YTD | 1.232 | 2.988 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.9M | 63.5B | 0% |
| Annual Yield % from dividends | 2.32 | 1.50 | 155% |
| Returns for 1 year | 19.03 | 7.95 | 239% |
| Returns for 3 years | 0.40 | 3.10 | 13% |
| Returns for 5 years | 12.10 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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