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BRKAX vs RNWHX
BRKAX vs RNWHX Comparison
Open Charts BRKAX vs RNWHX
MFS Blended Research Em Mkts Eq A
Price$17.69
Change+$0.08 (+0.45%)
VolumeN/A
Net Assets113.31M
American Funds New World R5E
Price$93.87
Change+$0.03 (+0.03%)
VolumeN/A
Net Assets74.08B
BRKAX vs RNWHX Comparison Chart in %
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BRKAX vs. RNWHX 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 RNWHX is a Buy.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 74.1B vs. BRKAX (113M). BRKAX pays higher dividends than RNWHX: BRKAX (1.90) vs RNWHX (0.97). BRKAX was incepted earlier than RNWHX: BRKAX (10 years) vs RNWHX (10 years). BRKAX (1.95) is less costly to investors than RNWHX (0.72). BRKAX is a more actively managed with annual turnover of: 58.00 vs. RNWHX (37.00). RNWHX has a lower initial minimum investment than BRKAX: RNWHX (250) vs BRKAX (1000). BRKAX annual gain was more profitable for investors over the last year : 28.06 vs. RNWHX (17.01). BRKAX return over 5 years is better than : 47.52 vs. RNWHX (31.85).
| BRKAX | RNWHX | BRKAX / RNWHX | |
| Total Expense Ratio | 1.24 | 0.72 | 172% |
| Annual Report Gross Expense Ratio | 1.95 | 0.72 | 271% |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 27.609 | 23.481 | 118% |
| 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 | 0.97 | 197% |
| Returns for 1 year | 28.06 | 17.01 | 165% |
| Returns for 3 years | 59.12 | 49.85 | 119% |
| Returns for 5 years | 47.52 | 31.85 | 149% |
| Returns for 10 years | 97.26 | N/A | - |