Interact to see
Advertisement
Advertisement
BRKIX vs FWWNX
BRKIX vs FWWNX Comparison
Open Charts BRKIX vs FWWNX
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-3
Price$88.58
Change-$0.03 (-0.03%)
VolumeN/A
Net Assets69.96B
BRKIX vs FWWNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 70B vs. BRKIX (103M). BRKIX pays higher dividends than FWWNX: BRKIX (2.18) vs FWWNX (1.04). BRKIX was incepted earlier than FWWNX: BRKIX (10 years) vs FWWNX (5 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 : 13.57 vs. FWWNX (8.67).
| 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 | 5 years | - |
| Gain YTD | 16.546 | 15.564 | 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 | 1.04 | 210% |
| Returns for 1 year | 13.57 | 8.67 | 156% |
| Returns for 3 years | 43.80 | 42.22 | 104% |
| Returns for 5 years | 40.28 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement