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BRKBX vs FNWFX
BRKBX vs FNWFX Comparison
Open Charts BRKBX vs FNWFX
MFS Blended Research Em Mkts Eq B
Price$13.56
Change-$0.13 (-0.95%)
VolumeN/A
CapitalizationN/A
American Funds New World F3
Price$79.35
Change-$1.11 (-1.38%)
VolumeN/A
CapitalizationN/A
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BRKBX vs FNWFX Comparison Chart
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BRKBX vs. FNWFX commentary
Sep 08, 2024
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 BRKBX is a StrongSell and FNWFX is a Buy.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 60.1B vs. BRKBX (88M). BRKBX (1.62) and FNWFX (1.56) have matching dividends . BRKBX was incepted earlier than FNWFX: BRKBX (9 years) vs FNWFX (8 years). BRKBX is a more actively managed with annual turnover of: 63.00 vs. FNWFX (32.00). BRKBX has a lower initial minimum investment than FNWFX: BRKBX (1000) vs FNWFX (1000000). BRKBX annual gain was more profitable for investors over the last year : 14.82 vs. FNWFX (11.57). FNWFX return over 5 years is better than : 22.44 vs. BRKBX (16.49).
| BRKBX | FNWFX | BRKBX / FNWFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 8 years | - |
| Gain YTD | 11.391 | 7.280 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88M | 60.1B | 0% |
| Annual Yield % from dividends | 1.62 | 1.56 | 104% |
| Returns for 1 year | 14.82 | 11.57 | 128% |
| Returns for 3 years | -11.11 | -15.39 | 72% |
| Returns for 5 years | 16.49 | 22.44 | 74% |
| Returns for 10 years | N/A | N/A | - |
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