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BRKBX vs FWWNX
BRKBX vs FWWNX Comparison
Open Charts BRKBX vs FWWNX
MFS Blended Research Em Mkts Eq B
Price$14.39
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets94.23M
American Funds New World 529-F-3
Price$80.09
Change-$0.44 (-0.55%)
VolumeN/A
Net Assets63.63B
BRKBX vs FWWNX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 63.6B vs. BRKBX (94.2M). 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 : 15.85 vs. FWWNX (5.03).
| 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 | 5.190 | 4.488 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.2M | 63.6B | 0% |
| Annual Yield % from dividends | 1.62 | 1.50 | 108% |
| Returns for 1 year | 15.85 | 5.03 | 315% |
| Returns for 3 years | 2.56 | 7.43 | 34% |
| Returns for 5 years | 17.11 | N/A | - |
| Returns for 10 years | N/A | N/A | - |