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BRKIX vs FWWNX
BRKIX vs FWWNX Comparison
Open Charts BRKIX vs FWWNX
MFS Blended Research Em Mkts Eq I
Price$13.93
Change-$0.05 (-0.36%)
VolumeN/A
CapitalizationN/A
American Funds New World 529-F-3
Price$79.95
Change-$0.79 (-0.98%)
VolumeN/A
CapitalizationN/A
BRKIX vs FWWNX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 60.9B vs. BRKIX (87.9M). 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 : 16.35 vs. FWWNX (11.47).
| 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 | 12.520 | 7.042 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.9M | 60.9B | 0% |
| Annual Yield % from dividends | 2.63 | 1.50 | 175% |
| Returns for 1 year | 16.35 | 11.47 | 143% |
| Returns for 3 years | -6.11 | -13.64 | 45% |
| Returns for 5 years | 17.42 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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