Ad is loading...
BRKBX vs FWWNX
BRKBX vs FWWNX Comparison
Open Charts BRKBX vs FWWNX
MFS Blended Research Em Mkts Eq B
Price$13.62
Change+$0.05 (+0.37%)
VolumeN/A
Net Assets90.77M
American Funds New World 529-F-3
Price$77.47
Change+$0.35 (+0.45%)
VolumeN/A
Net Assets62.57B
BRKBX vs FWWNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 62.6B vs. BRKBX (90.8M). BRKBX pays higher dividends than FWWNX: BRKBX (1.62) vs FWWNX (1.50). BRKBX was incepted earlier than FWWNX: BRKBX (9 years) vs FWWNX (4 years). BRKBX is a more actively managed with annual turnover of: 63.00 vs. FWWNX (32.00). FWWNX has a lower initial minimum investment than BRKBX: FWWNX (250) vs BRKBX (1000). BRKBX annual gain was more profitable for investors over the last year : 18.89 vs. FWWNX (7.36).
| BRKBX | FWWNX | BRKBX / FWWNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 4 years | - |
| Gain YTD | -0.439 | 1.070 | -41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90.8M | 62.6B | 0% |
| Annual Yield % from dividends | 1.62 | 1.50 | 108% |
| Returns for 1 year | 18.89 | 7.36 | 257% |
| Returns for 3 years | -4.05 | -1.82 | 223% |
| Returns for 5 years | 3.49 | N/A | - |
| Returns for 10 years | N/A | N/A | - |