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BRKAX vs FWWNX
BRKAX vs FWWNX Comparison
Open Charts BRKAX vs FWWNX
MFS Blended Research Em Mkts Eq A
Price$14.53
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets94.23M
American Funds New World 529-F-3
Price$80.09
Change-$0.44 (-0.55%)
VolumeN/A
Net Assets63.63B
BRKAX vs FWWNX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 63.6B vs. BRKAX (94.2M). 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 : 16.70 vs. FWWNX (5.03).
| 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 | 5.290 | 4.488 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.2M | 63.6B | 0% |
| Annual Yield % from dividends | 2.32 | 1.50 | 155% |
| Returns for 1 year | 16.70 | 5.03 | 332% |
| Returns for 3 years | 4.28 | 7.43 | 58% |
| Returns for 5 years | 20.97 | N/A | - |
| Returns for 10 years | N/A | N/A | - |