Interact to see
Advertisement
Advertisement
BRKIX vs RNWBX
BRKIX vs RNWBX Comparison
Open Charts BRKIX vs RNWBX
MFS Blended Research Em Mkts Eq I
Price$16.06
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets103M
American Funds New World R2
Price$84.55
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets69.96B
BRKIX vs RNWBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BRKIX vs. RNWBX 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 RNWBX is a Buy.
FUNDAMENTALS
Fundamentals
RNWBX has more cash in the bank: 70B vs. BRKIX (103M). BRKIX pays higher dividends than RNWBX: BRKIX (2.18) vs RNWBX (0.13). 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 : 13.57 vs. RNWBX (7.47). BRKIX return over 5 years is better than : 40.28 vs. RNWBX (22.87).
| 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 | 16.546 | 14.956 | 111% |
| 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 | 0.13 | 1,703% |
| Returns for 1 year | 13.57 | 7.47 | 182% |
| Returns for 3 years | 43.80 | 37.59 | 117% |
| Returns for 5 years | 40.28 | 22.87 | 176% |
| Returns for 10 years | N/A | 59.35 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement