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BRKIX vs FWWNX
BRKIX vs FWWNX Comparison
Open Charts BRKIX vs FWWNX
MFS Blended Research Em Mkts Eq I
Price$15.03
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets94.89M
American Funds New World 529-F-3
Price$83.74
Change-$0.52 (-0.62%)
VolumeN/A
Net Assets66.63B
BRKIX vs FWWNX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 66.6B vs. BRKIX (94.9M). BRKIX pays higher dividends than FWWNX: BRKIX (2.44) vs FWWNX (1.16). 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 : 10.25 vs. FWWNX (4.24).
| 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 | 9.071 | 9.250 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.9M | 66.6B | 0% |
| Annual Yield % from dividends | 2.44 | 1.16 | 211% |
| Returns for 1 year | 10.25 | 4.24 | 242% |
| Returns for 3 years | 25.56 | 27.80 | 92% |
| Returns for 5 years | 53.34 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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