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BRKIX vs RNWAX
BRKIX vs RNWAX Comparison
Open Charts BRKIX vs RNWAX
MFS Blended Research Em Mkts Eq I
Price$16.06
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets103M
American Funds New World R1
Price$84.66
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets69.96B
BRKIX vs RNWAX Comparison Chart in %
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BRKIX vs. RNWAX commentary
Jul 16, 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: 70B vs. BRKIX (103M). BRKIX pays higher dividends than RNWAX: BRKIX (2.18) 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 : 13.57 vs. RNWAX (7.49). BRKIX return over 5 years is better than : 40.28 vs. RNWAX (22.80).
| 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 | 16.546 | 14.980 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 70B | 0% |
| Annual Yield % from dividends | 2.18 | 0.00 | - |
| Returns for 1 year | 13.57 | 7.49 | 181% |
| Returns for 3 years | 43.80 | 37.54 | 117% |
| Returns for 5 years | 40.28 | 22.80 | 177% |
| Returns for 10 years | N/A | 59.30 | - |
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