Interact to see
Advertisement
Advertisement
BRKBX vs FWWNX
BRKBX vs FWWNX Comparison
Open Charts BRKBX vs FWWNX
MFS Blended Research Em Mkts Eq B
Price$15.65
Change-$0.10 (-0.63%)
VolumeN/A
Net Assets103.53M
American Funds New World 529-F-3
Price$88.57
Change+$0.19 (+0.21%)
VolumeN/A
Net Assets69.85B
BRKBX vs FWWNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 69.8B vs. BRKBX (104M). BRKBX pays higher dividends than FWWNX: BRKBX (1.44) vs FWWNX (1.09). BRKBX was incepted earlier than FWWNX: BRKBX (10 years) vs FWWNX (5 years). BRKBX (2.70) is less costly to investors than FWWNX (0.63). BRKBX is a more actively managed with annual turnover of: 58.00 vs. FWWNX (37.00). 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 : 15.21 vs. FWWNX (12.00).
| BRKBX | FWWNX | BRKBX / FWWNX | |
| Total Expense Ratio | 1.99 | 0.63 | 316% |
| Annual Report Gross Expense Ratio | 2.70 | 0.63 | 429% |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | 14.401 | 15.303 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 69.8B | 0% |
| Annual Yield % from dividends | 1.44 | 1.09 | 131% |
| Returns for 1 year | 15.21 | 12.00 | 127% |
| Returns for 3 years | 35.13 | 40.38 | 87% |
| Returns for 5 years | 40.98 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement