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BRKAX vs RNWBX
BRKAX vs RNWBX Comparison
Open Charts BRKAX vs RNWBX
MFS Blended Research Em Mkts Eq A
Price$16.09
Change+$0.13 (+0.81%)
VolumeN/A
Net Assets104.44M
American Funds New World R2
Price$85.27
Change+$0.52 (+0.61%)
VolumeN/A
Net Assets70.56B
BRKAX vs RNWBX Comparison Chart in %
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BRKAX vs. RNWBX 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 RNWBX is a Buy.
FUNDAMENTALS
Fundamentals
RNWBX has more cash in the bank: 70.6B vs. BRKAX (104M). BRKAX pays higher dividends than RNWBX: BRKAX (1.98) 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 : 17.01 vs. RNWBX (10.50). BRKAX return over 5 years is better than : 44.48 vs. RNWBX (27.64).
| 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 | 16.594 | 15.935 | 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 | 0.13 | 1,547% |
| Returns for 1 year | 17.01 | 10.50 | 162% |
| Returns for 3 years | 39.64 | 37.23 | 106% |
| Returns for 5 years | 44.48 | 27.64 | 161% |
| Returns for 10 years | N/A | 63.65 | - |
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