Ad is loading...
BRKIX vs FNFWX
BRKIX vs FNFWX Comparison
Open Charts BRKIX vs FNFWX
MFS Blended Research Em Mkts Eq I
Price$14.52
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets94.23M
American Funds New World 529-F-2
Price$80.33
Change-$0.44 (-0.54%)
VolumeN/A
Net Assets63.63B
BRKIX vs FNFWX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 63.6B vs. BRKIX (94.2M). BRKIX pays higher dividends than FNFWX: BRKIX (2.63) vs FNFWX (1.47). BRKIX was incepted earlier than FNFWX: BRKIX (9 years) vs FNFWX (4 years). BRKIX is a more actively managed with annual turnover of: 63.00 vs. FNFWX (32.00). BRKIX has a lower initial minimum investment than FNFWX: BRKIX (0) vs FNFWX (250). BRKIX annual gain was more profitable for investors over the last year : 16.97 vs. FNFWX (5.02).
| BRKIX | FNFWX | BRKIX / FNFWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 4 years | - |
| Gain YTD | 5.370 | 4.488 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.2M | 63.6B | 0% |
| Annual Yield % from dividends | 2.63 | 1.47 | 179% |
| Returns for 1 year | 16.97 | 5.02 | 338% |
| Returns for 3 years | 4.78 | 7.40 | 65% |
| Returns for 5 years | 22.07 | N/A | - |
| Returns for 10 years | N/A | N/A | - |