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BRKRX vs RNWHX
BRKRX vs RNWHX Comparison
Open Charts BRKRX vs RNWHX
MFS Blended Research Em Mkts Eq R1
Price$15.17
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets98.91M
American Funds New World R5E
Price$85.04
Change+$0.19 (+0.22%)
VolumeN/A
Net Assets67.63B
BRKRX vs RNWHX Comparison Chart
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BRKRX vs. RNWHX commentary
Jun 07, 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 RNWHX is a Buy.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 67.6B vs. BRKRX (98.9M). BRKRX pays higher dividends than RNWHX: BRKRX (2.12) vs RNWHX (1.04). BRKRX was incepted earlier than RNWHX: BRKRX (10 years) vs RNWHX (10 years). BRKRX (2.70) is less costly to investors than RNWHX (0.72). BRKRX is a more actively managed with annual turnover of: 58.00 vs. RNWHX (37.00). BRKRX has a lower initial minimum investment than RNWHX: BRKRX (0) vs RNWHX (250). BRKRX annual gain was more profitable for investors over the last year : 13.43 vs. RNWHX (7.68). BRKRX return over 5 years is better than : 39.84 vs. RNWHX (30.14).
| BRKRX | RNWHX | BRKRX / RNWHX | |
| Total Expense Ratio | 1.99 | 0.72 | 276% |
| Annual Report Gross Expense Ratio | 2.70 | 0.72 | 375% |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 10.526 | 11.865 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.9M | 67.6B | 0% |
| Annual Yield % from dividends | 2.12 | 1.04 | 204% |
| Returns for 1 year | 13.43 | 7.68 | 175% |
| Returns for 3 years | 25.56 | 23.56 | 108% |
| Returns for 5 years | 39.84 | 30.14 | 132% |
| Returns for 10 years | N/A | N/A | - |
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