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BRKAX vs FWWNX
BRKAX vs FWWNX Comparison
Open Charts BRKAX vs FWWNX
MFS Blended Research Em Mkts Eq A
Price$17.69
Change+$0.08 (+0.45%)
VolumeN/A
Net Assets113.31M
American Funds New World 529-F-3
Price$94.67
Change+$0.03 (+0.03%)
VolumeN/A
Net Assets74.08B
BRKAX vs FWWNX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 74.1B vs. BRKAX (113M). BRKAX pays higher dividends than FWWNX: BRKAX (1.90) vs FWWNX (1.02). BRKAX was incepted earlier than FWWNX: BRKAX (10 years) vs FWWNX (5 years). BRKAX (1.95) is less costly to investors than FWWNX (0.63). BRKAX is a more actively managed with annual turnover of: 58.00 vs. FWWNX (37.00). 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 : 28.06 vs. FWWNX (17.08).
| BRKAX | FWWNX | BRKAX / FWWNX | |
| Total Expense Ratio | 1.24 | 0.63 | 197% |
| Annual Report Gross Expense Ratio | 1.95 | 0.63 | 310% |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | 27.609 | 23.509 | 117% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113M | 74.1B | 0% |
| Annual Yield % from dividends | 1.90 | 1.02 | 187% |
| Returns for 1 year | 28.06 | 17.08 | 164% |
| Returns for 3 years | 59.12 | 51.81 | 114% |
| Returns for 5 years | 47.52 | N/A | - |
| Returns for 10 years | 97.26 | N/A | - |