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BRKBX vs RNWHX
BRKBX vs RNWHX Comparison
Open Charts BRKBX vs RNWHX
MFS Blended Research Em Mkts Eq B
Price$14.34
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets91.96M
American Funds New World R5E
Price$80.42
Change+$0.18 (+0.22%)
VolumeN/A
Net Assets63.55B
BRKBX vs RNWHX Comparison Chart
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BRKBX vs. RNWHX commentary
May 09, 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: 63.6B vs. BRKBX (92M). BRKBX pays higher dividends than RNWHX: BRKBX (1.51) vs RNWHX (1.10). BRKBX was incepted earlier than RNWHX: BRKBX (10 years) vs RNWHX (9 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 : 8.80 vs. RNWHX (3.35). BRKBX return over 5 years is better than : 40.05 vs. RNWHX (37.43).
| 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 | 9 years | - |
| Gain YTD | 4.898 | 5.788 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92M | 63.6B | 0% |
| Annual Yield % from dividends | 1.51 | 1.10 | 137% |
| Returns for 1 year | 8.80 | 3.35 | 262% |
| Returns for 3 years | 22.37 | 27.01 | 83% |
| Returns for 5 years | 40.05 | 37.43 | 107% |
| Returns for 10 years | N/A | N/A | - |
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