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BRKCX vs FWWNX
BRKCX vs FWWNX Comparison
Open Charts BRKCX vs FWWNX
MFS Blended Research Em Mkts Eq C
Price$13.70
Change-$0.16 (-1.15%)
VolumeN/A
CapitalizationN/A
American Funds New World 529-F-3
Price$80.25
Change-$1.84 (-2.24%)
VolumeN/A
CapitalizationN/A
BRKCX vs FWWNX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 64B vs. BRKCX (87.4M). BRKCX (1.57) and FWWNX (1.50) have matching dividends . BRKCX was incepted earlier than FWWNX: BRKCX (9 years) vs FWWNX (4 years). BRKCX is a more actively managed with annual turnover of: 63.00 vs. FWWNX (32.00). FWWNX has a lower initial minimum investment than BRKCX: FWWNX (250) vs BRKCX (1000). BRKCX annual gain was more profitable for investors over the last year : 15.13 vs. FWWNX (11.87).
| BRKCX | FWWNX | BRKCX / 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 | 12.500 | 9.908 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.4M | 64B | 0% |
| Annual Yield % from dividends | 1.57 | 1.50 | 105% |
| Returns for 1 year | 15.13 | 11.87 | 127% |
| Returns for 3 years | -1.99 | 1.71 | -117% |
| Returns for 5 years | 7.05 | N/A | - |
| Returns for 10 years | N/A | N/A | - |