BRKRX
Price
$15.17
Change
+$0.05 (+0.33%)
Updated
Jun 6 closing price
Net Assets
98.91M
FNFWX
Price
$86.00
Change
+$0.18 (+0.21%)
Updated
Jun 6 closing price
Net Assets
67.63B
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BRKRX vs FNFWX

Header iconBRKRX vs FNFWX Comparison
Open Charts BRKRX vs FNFWXBanner chart's image
MFS Blended Research Em Mkts Eq R1
Price$15.17
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets98.91M
American Funds New World 529-F-2
Price$86.00
Change+$0.18 (+0.21%)
VolumeN/A
Net Assets67.63B
BRKRX vs FNFWX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 67.6B vs. BRKRX (98.9M). BRKRX pays higher dividends than FNFWX: BRKRX (2.12) vs FNFWX (1.03). BRKRX was incepted earlier than FNFWX: BRKRX (10 years) vs FNFWX (5 years). BRKRX (2.70) is less costly to investors than FNFWX (0.69). BRKRX is a more actively managed with annual turnover of: 58.00 vs. FNFWX (37.00). BRKRX has a lower initial minimum investment than FNFWX: BRKRX (0) vs FNFWX (250). BRKRX annual gain was more profitable for investors over the last year : 13.43 vs. FNFWX (7.72).
BRKRXFNFWXBRKRX / FNFWX
Total Expense Ratio1.990.69288%
Annual Report Gross Expense Ratio2.700.69391%
Fund Existence10 years5 years-
Gain YTD10.52611.86389%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets98.9M67.6B0%
Annual Yield % from dividends2.121.03206%
Returns for 1 year13.437.72174%
Returns for 3 years25.5625.14102%
Returns for 5 years39.84N/A-
Returns for 10 yearsN/AN/A-
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