Ad is loading...
BRKCX vs RNWAX
BRKCX vs RNWAX Comparison
Open Charts BRKCX vs RNWAX
MFS Blended Research Em Mkts Eq C
Price$13.69
Change+$0.06 (+0.44%)
VolumeN/A
Net Assets90.77M
American Funds New World R1
Price$74.39
Change+$0.34 (+0.46%)
VolumeN/A
Net Assets62.57B
BRKCX vs RNWAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BRKCX vs. RNWAX commentary
Jan 19, 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 BRKCX is a Buy and RNWAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNWAX has more cash in the bank: 62.6B vs. BRKCX (90.8M). BRKCX pays higher dividends than RNWAX: BRKCX (1.57) vs RNWAX (0.61). BRKCX was incepted earlier than RNWAX: BRKCX (9 years) vs RNWAX (23 years). BRKCX is a more actively managed with annual turnover of: 63.00 vs. RNWAX (32.00). RNWAX has a lower initial minimum investment than BRKCX: RNWAX (250) vs BRKCX (1000). BRKCX annual gain was more profitable for investors over the last year : 18.89 vs. RNWAX (6.20). RNWAX return over 5 years is better than : 6.50 vs. BRKCX (3.67).
| BRKCX | RNWAX | BRKCX / 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 | -0.436 | 1.032 | -42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90.8M | 62.6B | 0% |
| Annual Yield % from dividends | 1.57 | 0.61 | 256% |
| Returns for 1 year | 18.89 | 6.20 | 305% |
| Returns for 3 years | -3.90 | -5.07 | 77% |
| Returns for 5 years | 3.67 | 6.50 | 56% |
| Returns for 10 years | N/A | 43.55 | - |