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BRKIX vs RNWHX
BRKIX vs RNWHX Comparison
Open Charts BRKIX vs RNWHX
MFS Blended Research Em Mkts Eq I
Price$16.06
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets103M
American Funds New World R5E
Price$87.84
Change-$0.03 (-0.03%)
VolumeN/A
Net Assets69.96B
BRKIX vs RNWHX Comparison Chart in %
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BRKIX vs. RNWHX 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 RNWHX is a Buy.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 70B vs. BRKIX (103M). BRKIX pays higher dividends than RNWHX: BRKIX (2.18) vs RNWHX (0.99). BRKIX was incepted earlier than RNWHX: BRKIX (10 years) vs RNWHX (10 years). BRKIX (1.70) is less costly to investors than RNWHX (0.72). BRKIX is a more actively managed with annual turnover of: 58.00 vs. RNWHX (37.00). BRKIX has a lower initial minimum investment than RNWHX: BRKIX (0) vs RNWHX (250). BRKIX annual gain was more profitable for investors over the last year : 13.57 vs. RNWHX (8.60). BRKIX return over 5 years is better than : 40.28 vs. RNWHX (27.58).
| BRKIX | RNWHX | BRKIX / RNWHX | |
| Total Expense Ratio | 0.99 | 0.72 | 138% |
| Annual Report Gross Expense Ratio | 1.70 | 0.72 | 236% |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 16.546 | 15.549 | 106% |
| 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 | 0.99 | 221% |
| Returns for 1 year | 13.57 | 8.60 | 158% |
| Returns for 3 years | 43.80 | 40.37 | 108% |
| Returns for 5 years | 40.28 | 27.58 | 146% |
| Returns for 10 years | N/A | N/A | - |
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