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BRKRX vs RNWBX
BRKRX vs RNWBX Comparison
Open Charts BRKRX vs RNWBX
MFS Blended Research Em Mkts Eq R1
Price$14.70
Change-$0.09 (-0.61%)
VolumeN/A
Net Assets94.4M
American Funds New World R2
Price$79.71
Change+$0.25 (+0.31%)
VolumeN/A
Net Assets65.23B
BRKRX vs RNWBX Comparison Chart
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BRKRX vs. RNWBX commentary
May 15, 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 RNWBX is a Buy.
FUNDAMENTALS
Fundamentals
RNWBX has more cash in the bank: 65.2B vs. BRKRX (94.4M). BRKRX pays higher dividends than RNWBX: BRKRX (2.23) vs RNWBX (0.14). BRKRX was incepted earlier than RNWBX: BRKRX (10 years) vs RNWBX (23 years). BRKRX (2.70) is less costly to investors than RNWBX (1.67). BRKRX is a more actively managed with annual turnover of: 58.00 vs. RNWBX (37.00). BRKRX has a lower initial minimum investment than RNWBX: BRKRX (0) vs RNWBX (250). BRKRX annual gain was more profitable for investors over the last year : 11.20 vs. RNWBX (4.54). BRKRX return over 5 years is better than : 52.65 vs. RNWBX (39.44).
| BRKRX | RNWBX | BRKRX / RNWBX | |
| Total Expense Ratio | 1.99 | 1.67 | 119% |
| Annual Report Gross Expense Ratio | 2.70 | 1.67 | 162% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 8.114 | 8.375 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.4M | 65.2B | 0% |
| Annual Yield % from dividends | 2.23 | 0.14 | 1,567% |
| Returns for 1 year | 11.20 | 4.54 | 247% |
| Returns for 3 years | 29.29 | 24.70 | 119% |
| Returns for 5 years | 52.65 | 39.44 | 134% |
| Returns for 10 years | N/A | 45.55 | - |
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