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BRKAX vs RNWAX
BRKAX vs RNWAX Comparison
Open Charts BRKAX vs RNWAX
MFS Blended Research Em Mkts Eq A
Price$16.09
Change+$0.13 (+0.81%)
VolumeN/A
Net Assets104.44M
American Funds New World R1
Price$85.38
Change+$0.53 (+0.62%)
VolumeN/A
Net Assets70.56B
BRKAX vs RNWAX Comparison Chart in %
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BRKAX vs. RNWAX commentary
Jul 05, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BRKAX is a Buy and RNWAX is a Buy.
FUNDAMENTALS
Fundamentals
RNWAX has more cash in the bank: 70.6B vs. BRKAX (104M). BRKAX pays higher dividends than RNWAX: BRKAX (1.98) vs RNWAX (0.00). BRKAX was incepted earlier than RNWAX: BRKAX (10 years) vs RNWAX (23 years). BRKAX (1.95) is less costly to investors than RNWAX (1.66). BRKAX is a more actively managed with annual turnover of: 58.00 vs. RNWAX (37.00). RNWAX has a lower initial minimum investment than BRKAX: RNWAX (250) vs BRKAX (1000). BRKAX annual gain was more profitable for investors over the last year : 17.01 vs. RNWAX (10.52). BRKAX return over 5 years is better than : 44.48 vs. RNWAX (27.55).
| BRKAX | RNWAX | BRKAX / RNWAX | |
| Total Expense Ratio | 1.24 | 1.66 | 75% |
| Annual Report Gross Expense Ratio | 1.95 | 1.66 | 117% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 16.594 | 15.958 | 104% |
| 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 | 0.00 | - |
| Returns for 1 year | 17.01 | 10.52 | 162% |
| Returns for 3 years | 39.64 | 37.18 | 107% |
| Returns for 5 years | 44.48 | 27.55 | 161% |
| Returns for 10 years | N/A | 63.56 | - |
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