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BRKBX vs FNFWX
BRKBX vs FNFWX Comparison
Open Charts BRKBX vs FNFWX
MFS Blended Research Em Mkts Eq B
Price$15.65
Change-$0.10 (-0.63%)
VolumeN/A
Net Assets103.53M
American Funds New World 529-F-2
Price$88.83
Change+$0.19 (+0.21%)
VolumeN/A
Net Assets69.85B
BRKBX vs FNFWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 69.8B vs. BRKBX (104M). BRKBX pays higher dividends than FNFWX: BRKBX (1.44) vs FNFWX (1.03). 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 : 15.21 vs. FNFWX (11.99).
| 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 | 14.401 | 15.297 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 69.8B | 0% |
| Annual Yield % from dividends | 1.44 | 1.03 | 139% |
| Returns for 1 year | 15.21 | 11.99 | 127% |
| Returns for 3 years | 35.13 | 40.34 | 87% |
| Returns for 5 years | 40.98 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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