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BRKIX vs RNWAX
BRKIX vs RNWAX Comparison
Open Charts BRKIX vs RNWAX
MFS Blended Research Em Mkts Eq I
Price$13.99
Change-$0.27 (-1.89%)
VolumeN/A
Net Assets91.05M
American Funds New World R1
Price$73.48
Change-$1.79 (-2.38%)
VolumeN/A
Net Assets62.34B
BRKIX vs RNWAX Comparison Chart
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BRKIX vs. RNWAX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
RNWAX has more cash in the bank: 62.3B vs. BRKIX (91M). BRKIX pays higher dividends than RNWAX: BRKIX (2.45) vs RNWAX (0.00). BRKIX was incepted earlier than RNWAX: BRKIX (10 years) vs RNWAX (23 years). BRKIX (1.70) and RNWAX (1.66) have similar cost to investors . BRKIX is a more actively managed with annual turnover of: 58.00 vs. RNWAX (37.00). 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 : 11.63 vs. RNWAX (-2.64). BRKIX return over 5 years is better than : 57.48 vs. RNWAX (44.35).
| BRKIX | RNWAX | BRKIX / RNWAX | |
| Total Expense Ratio | 0.99 | 1.66 | 60% |
| Annual Report Gross Expense Ratio | 1.70 | 1.66 | 102% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 3.483 | -0.204 | -1,710% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91M | 62.3B | 0% |
| Annual Yield % from dividends | 2.45 | 0.00 | - |
| Returns for 1 year | 11.63 | -2.64 | -441% |
| Returns for 3 years | 7.52 | -1.99 | -378% |
| Returns for 5 years | 57.48 | 44.35 | 130% |
| Returns for 10 years | N/A | 35.53 | - |
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