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BRKAX vs RNWBX
BRKAX vs RNWBX Comparison
Open Charts BRKAX vs RNWBX
MFS Blended Research Em Mkts Eq A
Price$17.69
Change+$0.08 (+0.45%)
VolumeN/A
Net Assets113.31M
American Funds New World R2
Price$90.21
Change+$0.03 (+0.03%)
VolumeN/A
Net Assets74.08B
BRKAX vs RNWBX Comparison Chart in %
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BRKAX vs. RNWBX commentary
Sep 18, 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 RNWBX is a Buy.
FUNDAMENTALS
Fundamentals
RNWBX has more cash in the bank: 74.1B vs. BRKAX (113M). BRKAX pays higher dividends than RNWBX: BRKAX (1.90) vs RNWBX (0.13). BRKAX was incepted earlier than RNWBX: BRKAX (10 years) vs RNWBX (23 years). BRKAX (1.95) is less costly to investors than RNWBX (1.67). BRKAX is a more actively managed with annual turnover of: 58.00 vs. RNWBX (37.00). RNWBX has a lower initial minimum investment than BRKAX: RNWBX (250) vs BRKAX (1000). BRKAX annual gain was more profitable for investors over the last year : 28.06 vs. RNWBX (15.81). BRKAX return over 5 years is better than : 47.52 vs. RNWBX (27.01).
| BRKAX | RNWBX | BRKAX / RNWBX | |
| Total Expense Ratio | 1.24 | 1.67 | 74% |
| Annual Report Gross Expense Ratio | 1.95 | 1.67 | 117% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 27.609 | 22.651 | 122% |
| 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 | 0.13 | 1,515% |
| Returns for 1 year | 28.06 | 15.81 | 178% |
| Returns for 3 years | 59.12 | 46.89 | 126% |
| Returns for 5 years | 47.52 | 27.01 | 176% |
| Returns for 10 years | 97.26 | 89.65 | 108% |