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BRKIX vs FNWFX
BRKIX vs FNWFX Comparison
Open Charts BRKIX vs FNWFX
MFS Blended Research Em Mkts Eq I
Price$14.55
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets92.09M
American Funds New World F3
Price$81.74
Change+$0.22 (+0.27%)
VolumeN/A
Net Assets63.85B
BRKIX vs FNWFX Comparison Chart
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BRKIX vs. FNWFX commentary
May 12, 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 BRKIX is a Buy and FNWFX is a Buy.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 63.8B vs. BRKIX (92.1M). BRKIX pays higher dividends than FNWFX: BRKIX (2.44) vs FNWFX (1.21). BRKIX was incepted earlier than FNWFX: BRKIX (10 years) vs FNWFX (8 years). BRKIX (1.70) is less costly to investors than FNWFX (0.57). BRKIX is a more actively managed with annual turnover of: 58.00 vs. FNWFX (37.00). BRKIX has a lower initial minimum investment than FNWFX: BRKIX (0) vs FNWFX (1000000). BRKIX annual gain was more profitable for investors over the last year : 10.12 vs. FNWFX (3.79). BRKIX return over 5 years is better than : 46.41 vs. FNWFX (38.68).
| BRKIX | FNWFX | BRKIX / FNWFX | |
| Total Expense Ratio | 0.99 | 0.57 | 174% |
| Annual Report Gross Expense Ratio | 1.70 | 0.57 | 298% |
| Fund Existence | 10 years | 8 years | - |
| Gain YTD | 5.588 | 6.128 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.1M | 63.8B | 0% |
| Annual Yield % from dividends | 2.44 | 1.21 | 202% |
| Returns for 1 year | 10.12 | 3.79 | 267% |
| Returns for 3 years | 24.69 | 26.93 | 92% |
| Returns for 5 years | 46.41 | 38.68 | 120% |
| Returns for 10 years | N/A | N/A | - |
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