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BRKRX vs FNFWX
BRKRX vs FNFWX Comparison
Open Charts BRKRX vs FNFWX
MFS Blended Research Em Mkts Eq R1
Price$15.95
Change+$0.13 (+0.82%)
VolumeN/A
Net Assets103.6M
American Funds New World 529-F-2
Price$89.57
Change+$0.55 (+0.62%)
VolumeN/A
Net Assets70.12B
BRKRX vs FNFWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 70.1B vs. BRKRX (104M). BRKRX pays higher dividends than FNFWX: BRKRX (1.99) vs FNFWX (0.98). 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 : 16.04 vs. FNFWX (11.72).
| BRKRX | FNFWX | BRKRX / FNFWX | |
| Total Expense Ratio | 1.99 | 0.69 | 288% |
| Annual Report Gross Expense Ratio | 2.70 | 0.69 | 391% |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | 15.643 | 16.506 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 70.1B | 0% |
| Annual Yield % from dividends | 1.99 | 0.98 | 203% |
| Returns for 1 year | 16.04 | 11.72 | 137% |
| Returns for 3 years | 41.39 | 41.81 | 99% |
| Returns for 5 years | 45.58 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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