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BRKRX vs FNFWX
BRKRX vs FNFWX Comparison
Open Charts BRKRX vs FNFWX
MFS Blended Research Em Mkts Eq R1
Price$12.99
Change+$0.06 (+0.46%)
VolumeN/A
Net Assets82.68M
American Funds New World 529-F-2
Price$73.54
Change-$0.64 (-0.86%)
VolumeN/A
Net Assets58.72B
BRKRX vs FNFWX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 58.7B vs. BRKRX (82.7M). BRKRX pays higher dividends than FNFWX: BRKRX (2.23) vs FNFWX (1.11). BRKRX was incepted earlier than FNFWX: BRKRX (10 years) vs FNFWX (4 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 : 1.16 vs. FNFWX (-5.07).
| 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 | 4 years | - |
| Gain YTD | -5.482 | -3.512 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.7M | 58.7B | 0% |
| Annual Yield % from dividends | 2.23 | 1.11 | 201% |
| Returns for 1 year | 1.16 | -5.07 | -23% |
| Returns for 3 years | 5.02 | 3.59 | 140% |
| Returns for 5 years | 34.84 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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