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BRKBX vs FNWFX
BRKBX vs FNWFX Comparison
Open Charts BRKBX vs FNWFX
MFS Blended Research Em Mkts Eq B
Price$14.86
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets94.89M
American Funds New World F3
Price$84.18
Change-$0.52 (-0.61%)
VolumeN/A
Net Assets66.63B
BRKBX vs FNWFX Comparison Chart
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BRKBX vs. FNWFX commentary
May 22, 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 Buy and FNWFX is a Buy.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 66.6B vs. BRKBX (94.9M). BRKBX pays higher dividends than FNWFX: BRKBX (1.51) vs FNWFX (1.21). BRKBX was incepted earlier than FNWFX: BRKBX (10 years) vs FNWFX (8 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 : 9.16 vs. FNWFX (4.36). BRKBX return over 5 years is better than : 47.08 vs. FNWFX (41.59).
| 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 | 8 years | - |
| Gain YTD | 8.626 | 9.296 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.9M | 66.6B | 0% |
| Annual Yield % from dividends | 1.51 | 1.21 | 124% |
| Returns for 1 year | 9.16 | 4.36 | 210% |
| Returns for 3 years | 22.98 | 26.56 | 87% |
| Returns for 5 years | 47.08 | 41.59 | 113% |
| Returns for 10 years | N/A | N/A | - |
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