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BRKIX vs RNWAX
BRKIX vs RNWAX Comparison
Open Charts BRKIX vs RNWAX
MFS Blended Research Em Mkts Eq I
Price$15.03
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets94.89M
American Funds New World R1
Price$80.14
Change-$0.49 (-0.61%)
VolumeN/A
Net Assets66.63B
BRKIX vs RNWAX Comparison Chart
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BRKIX vs. RNWAX commentary
May 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 Buy.
FUNDAMENTALS
Fundamentals
RNWAX has more cash in the bank: 66.6B vs. BRKIX (94.9M). BRKIX pays higher dividends than RNWAX: BRKIX (2.44) 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 : 10.25 vs. RNWAX (3.11). BRKIX return over 5 years is better than : 53.34 vs. RNWAX (35.42).
| 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 | 9.071 | 8.842 | 103% |
| 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 | 0.00 | - |
| Returns for 1 year | 10.25 | 3.11 | 329% |
| Returns for 3 years | 25.56 | 23.58 | 108% |
| Returns for 5 years | 53.34 | 35.42 | 151% |
| Returns for 10 years | N/A | 46.29 | - |
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