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BRKIX vs FNFWX
BRKIX vs FNFWX Comparison
Open Charts BRKIX vs FNFWX
MFS Blended Research Em Mkts Eq I
Price$14.01
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets88.82M
American Funds New World 529-F-2
Price$78.71
Change+$0.86 (+1.10%)
VolumeN/A
Net Assets61.47B
BRKIX vs FNFWX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 61.5B vs. BRKIX (88.8M). BRKIX pays higher dividends than FNFWX: BRKIX (2.45) vs FNFWX (1.11). BRKIX was incepted earlier than FNFWX: BRKIX (10 years) vs FNFWX (4 years). BRKIX (1.70) is less costly to investors than FNFWX (0.69). BRKIX is a more actively managed with annual turnover of: 58.00 vs. FNFWX (37.00). 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 : 9.14 vs. FNFWX (0.45).
| BRKIX | FNFWX | BRKIX / FNFWX | |
| Total Expense Ratio | 0.99 | 0.69 | 143% |
| Annual Report Gross Expense Ratio | 1.70 | 0.69 | 246% |
| Fund Existence | 10 years | 4 years | - |
| Gain YTD | -0.218 | -0.130 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.8M | 61.5B | 0% |
| Annual Yield % from dividends | 2.45 | 1.11 | 220% |
| Returns for 1 year | 9.14 | 0.45 | 2,009% |
| Returns for 3 years | 11.78 | 11.35 | 104% |
| Returns for 5 years | 41.20 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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