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BRKIX vs FWWNX
BRKIX vs FWWNX Comparison
Open Charts BRKIX vs FWWNX
MFS Blended Research Em Mkts Eq I
Price$13.74
Change-$0.16 (-1.15%)
VolumeN/A
CapitalizationN/A
American Funds New World 529-F-3
Price$80.25
Change-$1.84 (-2.24%)
VolumeN/A
CapitalizationN/A
BRKIX vs FWWNX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 64B vs. BRKIX (87.4M). BRKIX pays higher dividends than FWWNX: BRKIX (2.63) vs FWWNX (1.50). BRKIX was incepted earlier than FWWNX: BRKIX (9 years) vs FWWNX (4 years). BRKIX is a more actively managed with annual turnover of: 63.00 vs. FWWNX (32.00). BRKIX has a lower initial minimum investment than FWWNX: BRKIX (0) vs FWWNX (250). BRKIX annual gain was more profitable for investors over the last year : 14.98 vs. FWWNX (11.87).
| BRKIX | FWWNX | BRKIX / FWWNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 4 years | - |
| Gain YTD | 12.278 | 9.908 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.4M | 64B | 0% |
| Annual Yield % from dividends | 2.63 | 1.50 | 175% |
| Returns for 1 year | 14.98 | 11.87 | 126% |
| Returns for 3 years | -1.17 | 1.71 | -68% |
| Returns for 5 years | 10.16 | N/A | - |
| Returns for 10 years | N/A | N/A | - |