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BRKIX vs RNWBX
BRKIX vs RNWBX Comparison
Open Charts BRKIX vs RNWBX
MFS Blended Research Em Mkts Eq I
Price$15.03
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets94.89M
American Funds New World R2
Price$80.04
Change-$0.50 (-0.62%)
VolumeN/A
Net Assets66.63B
BRKIX vs RNWBX Comparison Chart
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BRKIX vs. RNWBX 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 RNWBX is a Buy.
FUNDAMENTALS
Fundamentals
RNWBX has more cash in the bank: 66.6B vs. BRKIX (94.9M). BRKIX pays higher dividends than RNWBX: BRKIX (2.44) vs RNWBX (0.14). BRKIX was incepted earlier than RNWBX: BRKIX (10 years) vs RNWBX (23 years). BRKIX (1.70) and RNWBX (1.67) have similar cost to investors . BRKIX is a more actively managed with annual turnover of: 58.00 vs. RNWBX (37.00). BRKIX has a lower initial minimum investment than RNWBX: BRKIX (0) vs RNWBX (250). BRKIX annual gain was more profitable for investors over the last year : 10.25 vs. RNWBX (3.08). BRKIX return over 5 years is better than : 53.34 vs. RNWBX (35.52).
| BRKIX | RNWBX | BRKIX / RNWBX | |
| Total Expense Ratio | 0.99 | 1.67 | 59% |
| Annual Report Gross Expense Ratio | 1.70 | 1.67 | 102% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 9.071 | 8.824 | 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 | 0.14 | 1,717% |
| Returns for 1 year | 10.25 | 3.08 | 332% |
| Returns for 3 years | 25.56 | 23.62 | 108% |
| Returns for 5 years | 53.34 | 35.52 | 150% |
| Returns for 10 years | N/A | 46.37 | - |
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