Ad is loading...
BRKIX vs RNWAX
BRKIX vs RNWAX Comparison
Open Charts BRKIX vs RNWAX
MFS Blended Research Em Mkts Eq I
Price$13.73
Change+$0.05 (+0.37%)
VolumeN/A
Net Assets90.77M
American Funds New World R1
Price$74.39
Change+$0.34 (+0.46%)
VolumeN/A
Net Assets62.25B
BRKIX vs RNWAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BRKIX vs. RNWAX commentary
Jan 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BRKIX is a Buy and RNWAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNWAX has more cash in the bank: 62.3B vs. BRKIX (90.8M). BRKIX pays higher dividends than RNWAX: BRKIX (2.63) vs RNWAX (0.61). BRKIX was incepted earlier than RNWAX: BRKIX (9 years) vs RNWAX (23 years). BRKIX is a more actively managed with annual turnover of: 63.00 vs. RNWAX (32.00). BRKIX has a lower initial minimum investment than RNWAX: BRKIX (0) vs RNWAX (250). BRKIX annual gain was more profitable for investors over the last year : 20.05 vs. RNWAX (6.20). BRKIX return over 5 years is better than : 7.92 vs. RNWAX (6.50).
| BRKIX | RNWAX | BRKIX / RNWAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | -0.363 | 1.032 | -35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90.8M | 62.3B | 0% |
| Annual Yield % from dividends | 2.63 | 0.61 | 428% |
| Returns for 1 year | 20.05 | 6.20 | 324% |
| Returns for 3 years | -1.98 | -5.07 | 39% |
| Returns for 5 years | 7.92 | 6.50 | 122% |
| Returns for 10 years | N/A | 43.55 | - |