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BRKTX vs FNWFX
BRKTX vs FNWFX Comparison
Open Charts BRKTX vs FNWFX
MFS Blended Research Em Mkts Eq R3
Price$14.49
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets91.96M
American Funds New World F3
Price$81.52
Change+$0.18 (+0.22%)
VolumeN/A
Net Assets63.55B
BRKTX vs FNWFX Comparison Chart
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BRKTX vs. FNWFX commentary
May 09, 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 BRKTX is a Buy and FNWFX is a Buy.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 63.6B vs. BRKTX (92M). BRKTX pays higher dividends than FNWFX: BRKTX (2.21) vs FNWFX (1.21). BRKTX was incepted earlier than FNWFX: BRKTX (10 years) vs FNWFX (8 years). BRKTX (1.95) is less costly to investors than FNWFX (0.57). BRKTX is a more actively managed with annual turnover of: 58.00 vs. FNWFX (37.00). BRKTX has a lower initial minimum investment than FNWFX: BRKTX (0) vs FNWFX (1000000). BRKTX annual gain was more profitable for investors over the last year : 9.65 vs. FNWFX (3.55). BRKTX return over 5 years is better than : 47.61 vs. FNWFX (38.31).
| BRKTX | FNWFX | BRKTX / FNWFX | |
| Total Expense Ratio | 1.24 | 0.57 | 218% |
| Annual Report Gross Expense Ratio | 1.95 | 0.57 | 342% |
| Fund Existence | 10 years | 8 years | - |
| Gain YTD | 5.221 | 5.843 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92M | 63.6B | 0% |
| Annual Yield % from dividends | 2.21 | 1.21 | 183% |
| Returns for 1 year | 9.65 | 3.55 | 272% |
| Returns for 3 years | 27.12 | 27.45 | 99% |
| Returns for 5 years | 47.61 | 38.31 | 124% |
| Returns for 10 years | N/A | N/A | - |
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