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BRKIX vs FNFWX
BRKIX vs FNFWX Comparison
Open Charts BRKIX vs FNFWX
MFS Blended Research Em Mkts Eq I
Price$17.71
Change+$0.09 (+0.51%)
VolumeN/A
Net Assets113.31M
American Funds New World 529-F-2
Price$94.95
Change+$0.04 (+0.04%)
VolumeN/A
Net Assets74.08B
BRKIX vs FNFWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 74.1B vs. BRKIX (113M). BRKIX pays higher dividends than FNFWX: BRKIX (2.09) vs FNFWX (0.96). BRKIX was incepted earlier than FNFWX: BRKIX (10 years) vs FNFWX (5 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 : 28.33 vs. FNFWX (17.08).
| 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 | 5 years | - |
| Gain YTD | 27.866 | 23.504 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113M | 74.1B | 0% |
| Annual Yield % from dividends | 2.09 | 0.96 | 218% |
| Returns for 1 year | 28.33 | 17.08 | 166% |
| Returns for 3 years | 59.79 | 51.81 | 115% |
| Returns for 5 years | 48.82 | N/A | - |
| Returns for 10 years | 101.27 | N/A | - |
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