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BRKBX vs RNWAX
BRKBX vs RNWAX Comparison
Open Charts BRKBX vs RNWAX
MFS Blended Research Em Mkts Eq B
Price$14.39
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets94.23M
American Funds New World R1
Price$76.83
Change-$0.42 (-0.54%)
VolumeN/A
Net Assets63.63B
BRKBX vs RNWAX Comparison Chart
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BRKBX vs. RNWAX commentary
Feb 23, 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 RNWAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNWAX has more cash in the bank: 63.6B vs. BRKBX (94.2M). BRKBX pays higher dividends than RNWAX: BRKBX (1.62) vs RNWAX (0.61). BRKBX was incepted earlier than RNWAX: BRKBX (9 years) vs RNWAX (23 years). BRKBX is a more actively managed with annual turnover of: 63.00 vs. RNWAX (32.00). RNWAX has a lower initial minimum investment than BRKBX: RNWAX (250) vs BRKBX (1000). BRKBX annual gain was more profitable for investors over the last year : 15.85 vs. RNWAX (3.89). BRKBX return over 5 years is better than : 17.11 vs. RNWAX (12.95).
| BRKBX | RNWAX | BRKBX / RNWAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 5.190 | 4.346 | 119% |
| 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 | 0.61 | 264% |
| Returns for 1 year | 15.85 | 3.89 | 407% |
| Returns for 3 years | 2.56 | 3.88 | 66% |
| Returns for 5 years | 17.11 | 12.95 | 132% |
| Returns for 10 years | N/A | 43.58 | - |