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BRKRX vs RNWAX
BRKRX vs RNWAX Comparison
Open Charts BRKRX vs RNWAX
MFS Blended Research Em Mkts Eq R1
Price$12.99
Change+$0.06 (+0.46%)
VolumeN/A
Net Assets82.68M
American Funds New World R1
Price$70.25
Change-$0.61 (-0.86%)
VolumeN/A
Net Assets58.72B
BRKRX vs RNWAX Comparison Chart
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BRKRX vs. RNWAX commentary
Apr 11, 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 BRKRX is a Buy and RNWAX is a Hold.
FUNDAMENTALS
Fundamentals
RNWAX has more cash in the bank: 58.7B vs. BRKRX (82.7M). BRKRX pays higher dividends than RNWAX: BRKRX (2.23) vs RNWAX (0.00). BRKRX was incepted earlier than RNWAX: BRKRX (10 years) vs RNWAX (23 years). BRKRX (2.70) is less costly to investors than RNWAX (1.66). BRKRX is a more actively managed with annual turnover of: 58.00 vs. RNWAX (37.00). BRKRX has a lower initial minimum investment than RNWAX: BRKRX (0) vs RNWAX (250). BRKRX annual gain was more profitable for investors over the last year : 1.16 vs. RNWAX (-6.10). BRKRX return over 5 years is better than : 34.84 vs. RNWAX (27.60).
| BRKRX | RNWAX | BRKRX / RNWAX | |
| Total Expense Ratio | 1.99 | 1.66 | 120% |
| Annual Report Gross Expense Ratio | 2.70 | 1.66 | 163% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -5.482 | -3.762 | 146% |
| 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 | 0.00 | - |
| Returns for 1 year | 1.16 | -6.10 | -19% |
| Returns for 3 years | 5.02 | 0.21 | 2,390% |
| Returns for 5 years | 34.84 | 27.60 | 126% |
| Returns for 10 years | N/A | 28.70 | - |
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