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BRKIX vs RNWAX
BRKIX vs RNWAX Comparison
Open Charts BRKIX vs RNWAX
MFS Blended Research Em Mkts Eq I
Price$14.52
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets94.23M
American Funds New World R1
Price$76.83
Change-$0.42 (-0.54%)
VolumeN/A
Net Assets63.63B
BRKIX vs RNWAX Comparison Chart
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BRKIX vs. RNWAX commentary
Feb 23, 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: 63.6B vs. BRKIX (94.2M). 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 : 16.97 vs. RNWAX (3.89). BRKIX return over 5 years is better than : 22.07 vs. RNWAX (12.95).
| 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 | 5.370 | 4.346 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.2M | 63.6B | 0% |
| Annual Yield % from dividends | 2.63 | 0.61 | 428% |
| Returns for 1 year | 16.97 | 3.89 | 436% |
| Returns for 3 years | 4.78 | 3.88 | 123% |
| Returns for 5 years | 22.07 | 12.95 | 170% |
| Returns for 10 years | N/A | 43.58 | - |
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