BRKBX
Price
$12.46
Change
-$0.00 (-0.00%)
Updated
Feb 28, 6:59 PM EST
FNWFX
Price
$76.97
Change
-$0.00 (-0.00%)
Updated
Feb 28, 6:59 PM EST
Ad is loading...

Compare trend and price BRKBX vs FNWFX

Header iconBRKBX vs FNWFX Comparison
Open Charts BRKBX vs FNWFXBanner chart's image
MFS Blended Research Em Mkts Eq B
Price$12.46
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds New World F3
Price$76.97
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
BRKBX vs FNWFX Comparison Chart

Loading...

VS
BRKBX vs. FNWFX commentary
Feb 29, 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 Hold and FNWFX is a Buy.

FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 56.4B vs. BRKBX (64.2M). BRKBX (1.74) and FNWFX (1.66) have matching dividends . BRKBX was incepted earlier than FNWFX: BRKBX (8 years) vs FNWFX (7 years). BRKBX (3.20) is less costly to investors than FNWFX (0.57). 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). FNWFX annual gain was more profitable for investors over the last year : 13.86 vs. BRKBX (7.70). FNWFX return over 5 years is better than : 25.36 vs. BRKBX (4.45).
BRKBXFNWFXBRKBX / FNWFX
Total Expense Ratio1.990.57349%
Annual Report Gross Expense Ratio3.200.57561%
Fund Existence8 years7 years-
Gain YTD1.3832.62753%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets64.2M56.4B0%
Annual Yield % from dividends1.741.66105%
Returns for 1 year7.7013.8656%
Returns for 3 years-15.67-10.95143%
Returns for 5 years4.4525.3618%
Returns for 10 yearsN/AN/A-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
MHK116.111.06
+0.92%
Mohawk Industries
AGNCL23.25-0.05
-0.21%
AGNC Investment Corp
DAN12.15-0.15
-1.22%
Dana
LPTX2.85-0.05
-1.72%
Leap Therapeutics
GHRS8.31-0.41
-4.70%
GH Research PLC