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BRKBX vs FNWFX
BRKBX vs FNWFX Comparison
Open Charts BRKBX vs FNWFX
MFS Blended Research Em Mkts Eq B
Price$17.68
Change-$0.13 (-0.73%)
VolumeN/A
Net Assets131.33M
American Funds New World F3
Price$96.78
Change+$0.71 (+0.74%)
VolumeN/A
Net Assets74.7B
BRKBX vs FNWFX Comparison Chart in %
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BRKBX vs. FNWFX commentary
Oct 24, 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 BRKBX is a Hold and FNWFX is a Buy.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 74.7B vs. BRKBX (131M). BRKBX pays higher dividends than FNWFX: BRKBX (1.22) vs FNWFX (1.02). BRKBX was incepted earlier than FNWFX: BRKBX (10 years) vs FNWFX (9 years). BRKBX (2.70) is less costly to investors than FNWFX (0.57). BRKBX is a more actively managed with annual turnover of: 58.00 vs. FNWFX (37.00). 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 : 24.61 vs. FNWFX (17.28). BRKBX return over 5 years is better than : 42.20 vs. FNWFX (30.53).
| BRKBX | FNWFX | BRKBX / FNWFX | |
| Total Expense Ratio | 1.99 | 0.57 | 349% |
| Annual Report Gross Expense Ratio | 2.70 | 0.57 | 474% |
| Fund Existence | 10 years | 9 years | - |
| Gain YTD | 30.190 | 25.656 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131M | 74.7B | 0% |
| Annual Yield % from dividends | 1.22 | 1.02 | 120% |
| Returns for 1 year | 24.61 | 17.28 | 142% |
| Returns for 3 years | 73.74 | 60.94 | 121% |
| Returns for 5 years | 42.20 | 30.53 | 138% |
| Returns for 10 years | 78.22 | N/A | - |
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