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BRKBX vs RNWHX
BRKBX vs RNWHX Comparison
Open Charts BRKBX vs RNWHX
MFS Blended Research Em Mkts Eq B
Price$15.65
Change-$0.10 (-0.63%)
VolumeN/A
Net Assets103.53M
American Funds New World R5E
Price$87.83
Change+$0.19 (+0.22%)
VolumeN/A
Net Assets69.85B
BRKBX vs RNWHX Comparison Chart in %
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BRKBX vs. RNWHX commentary
Jul 01, 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 RNWHX is a Buy.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 69.8B vs. BRKBX (104M). BRKBX pays higher dividends than RNWHX: BRKBX (1.44) vs RNWHX (1.04). BRKBX was incepted earlier than RNWHX: BRKBX (10 years) vs RNWHX (10 years). BRKBX (2.70) is less costly to investors than RNWHX (0.72). BRKBX is a more actively managed with annual turnover of: 58.00 vs. RNWHX (37.00). RNWHX has a lower initial minimum investment than BRKBX: RNWHX (250) vs BRKBX (1000). BRKBX annual gain was more profitable for investors over the last year : 15.21 vs. RNWHX (11.92). BRKBX return over 5 years is better than : 40.98 vs. RNWHX (32.75).
| BRKBX | RNWHX | BRKBX / RNWHX | |
| Total Expense Ratio | 1.99 | 0.72 | 276% |
| Annual Report Gross Expense Ratio | 2.70 | 0.72 | 375% |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 14.401 | 15.285 | 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 | 1.04 | 138% |
| Returns for 1 year | 15.21 | 11.92 | 128% |
| Returns for 3 years | 35.13 | 38.55 | 91% |
| Returns for 5 years | 40.98 | 32.75 | 125% |
| Returns for 10 years | N/A | N/A | - |
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