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BRKIX vs FNFWX
BRKIX vs FNFWX Comparison
Open Charts BRKIX vs FNFWX
MFS Blended Research Em Mkts Eq I
Price$16.06
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets103M
American Funds New World 529-F-2
Price$88.84
Change-$0.03 (-0.03%)
VolumeN/A
Net Assets69.96B
BRKIX vs FNFWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 70B vs. BRKIX (103M). BRKIX pays higher dividends than FNFWX: BRKIX (2.18) vs FNFWX (0.98). 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 : 13.57 vs. FNFWX (8.66).
| 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 | 16.546 | 15.557 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 70B | 0% |
| Annual Yield % from dividends | 2.18 | 0.98 | 222% |
| Returns for 1 year | 13.57 | 8.66 | 157% |
| Returns for 3 years | 43.80 | 42.17 | 104% |
| Returns for 5 years | 40.28 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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