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BRKTX vs FNFWX
BRKTX vs FNFWX Comparison
Open Charts BRKTX vs FNFWX
MFS Blended Research Em Mkts Eq R3
Price$13.96
Change+$0.06 (+0.43%)
VolumeN/A
Net Assets91.89M
American Funds New World 529-F-2
Price$79.18
Change+$0.27 (+0.34%)
VolumeN/A
Net Assets63.54B
BRKTX vs FNFWX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 63.5B vs. BRKTX (91.9M). BRKTX pays higher dividends than FNFWX: BRKTX (2.35) vs FNFWX (1.47). BRKTX was incepted earlier than FNFWX: BRKTX (9 years) vs FNFWX (4 years). BRKTX is a more actively managed with annual turnover of: 63.00 vs. FNFWX (32.00). BRKTX has a lower initial minimum investment than FNFWX: BRKTX (0) vs FNFWX (250). BRKTX annual gain was more profitable for investors over the last year : 19.04 vs. FNFWX (7.94).
| BRKTX | FNFWX | BRKTX / FNFWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 4 years | - |
| Gain YTD | 1.233 | 2.992 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.9M | 63.5B | 0% |
| Annual Yield % from dividends | 2.35 | 1.47 | 160% |
| Returns for 1 year | 19.04 | 7.94 | 240% |
| Returns for 3 years | 2.47 | 3.07 | 81% |
| Returns for 5 years | 14.45 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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