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BRKAX vs RNWHX
BRKAX vs RNWHX Comparison
Open Charts BRKAX vs RNWHX
MFS Blended Research Em Mkts Eq A
Price$16.09
Change+$0.13 (+0.81%)
VolumeN/A
Net Assets104.44M
American Funds New World R5E
Price$88.56
Change+$0.54 (+0.61%)
VolumeN/A
Net Assets70.56B
BRKAX vs RNWHX Comparison Chart in %
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BRKAX vs. RNWHX 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 RNWHX is a Buy.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 70.6B vs. BRKAX (104M). BRKAX pays higher dividends than RNWHX: BRKAX (1.98) vs RNWHX (0.99). 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 : 17.01 vs. RNWHX (11.66). BRKAX return over 5 years is better than : 44.48 vs. RNWHX (32.51).
| 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 | 16.594 | 16.496 | 101% |
| 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 | 0.99 | 200% |
| Returns for 1 year | 17.01 | 11.66 | 146% |
| Returns for 3 years | 39.64 | 40.00 | 99% |
| Returns for 5 years | 44.48 | 32.51 | 137% |
| Returns for 10 years | N/A | N/A | - |
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