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BRKIX vs RNWHX
BRKIX vs RNWHX Comparison
Open Charts BRKIX vs RNWHX
MFS Blended Research Em Mkts Eq I
Price$15.03
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets94.89M
American Funds New World R5E
Price$83.04
Change-$0.51 (-0.61%)
VolumeN/A
Net Assets66.63B
BRKIX vs RNWHX Comparison Chart
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BRKIX vs. RNWHX 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 RNWHX is a Buy.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 66.6B vs. BRKIX (94.9M). BRKIX pays higher dividends than RNWHX: BRKIX (2.44) vs RNWHX (1.10). 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 : 10.25 vs. RNWHX (4.17). BRKIX return over 5 years is better than : 53.34 vs. RNWHX (40.72).
| 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 | 9.071 | 9.234 | 98% |
| 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 | 1.10 | 222% |
| Returns for 1 year | 10.25 | 4.17 | 246% |
| Returns for 3 years | 25.56 | 26.13 | 98% |
| Returns for 5 years | 53.34 | 40.72 | 131% |
| Returns for 10 years | N/A | N/A | - |
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