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BRKIX vs FWWNX
BRKIX vs FWWNX Comparison
Open Charts BRKIX vs FWWNX
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-3
Price$78.48
Change+$0.86 (+1.11%)
VolumeN/A
Net Assets61.47B
BRKIX vs FWWNX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 61.5B vs. BRKIX (88.8M). BRKIX pays higher dividends than FWWNX: BRKIX (2.45) vs FWWNX (1.18). BRKIX was incepted earlier than FWWNX: BRKIX (10 years) vs FWWNX (4 years). BRKIX (1.70) is less costly to investors than FWWNX (0.63). BRKIX is a more actively managed with annual turnover of: 58.00 vs. FWWNX (37.00). 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 : 9.14 vs. FWWNX (0.47).
| BRKIX | FWWNX | BRKIX / FWWNX | |
| Total Expense Ratio | 0.99 | 0.63 | 157% |
| Annual Report Gross Expense Ratio | 1.70 | 0.63 | 270% |
| Fund Existence | 10 years | 4 years | - |
| Gain YTD | -0.218 | -0.117 | 185% |
| 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 | 1.18 | 207% |
| Returns for 1 year | 9.14 | 0.47 | 1,949% |
| Returns for 3 years | 11.78 | 11.41 | 103% |
| Returns for 5 years | 41.20 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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