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BRKBX vs FNFWX
BRKBX vs FNFWX Comparison
Open Charts BRKBX vs FNFWX
MFS Blended Research Em Mkts Eq B
Price$17.18
Change+$0.09 (+0.53%)
VolumeN/A
Net Assets109.04M
American Funds New World 529-F-2
Price$93.83
Change+$0.17 (+0.18%)
VolumeN/A
Net Assets72.99B
BRKBX vs FNFWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 73B vs. BRKBX (109M). BRKBX pays higher dividends than FNFWX: BRKBX (1.30) vs FNFWX (0.96). BRKBX was incepted earlier than FNFWX: BRKBX (10 years) vs FNFWX (5 years). BRKBX (2.70) is less costly to investors than FNFWX (0.69). BRKBX is a more actively managed with annual turnover of: 58.00 vs. FNFWX (37.00). FNFWX has a lower initial minimum investment than BRKBX: FNFWX (250) vs BRKBX (1000). BRKBX annual gain was more profitable for investors over the last year : 27.50 vs. FNFWX (16.84).
| BRKBX | FNFWX | BRKBX / FNFWX | |
| Total Expense Ratio | 1.99 | 0.69 | 288% |
| Annual Report Gross Expense Ratio | 2.70 | 0.69 | 391% |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | 25.585 | 22.047 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109M | 73B | 0% |
| Annual Yield % from dividends | 1.30 | 0.96 | 135% |
| Returns for 1 year | 27.50 | 16.84 | 163% |
| Returns for 3 years | 52.27 | 47.30 | 111% |
| Returns for 5 years | 43.13 | N/A | - |
| Returns for 10 years | 84.59 | N/A | - |
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