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BRKTX vs FWWNX
BRKTX vs FWWNX Comparison
Open Charts BRKTX vs FWWNX
MFS Blended Research Em Mkts Eq R3
Price$14.52
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets94.23M
American Funds New World 529-F-3
Price$80.09
Change-$0.44 (-0.55%)
VolumeN/A
Net Assets63.63B
BRKTX vs FWWNX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 63.6B vs. BRKTX (94.2M). BRKTX pays higher dividends than FWWNX: BRKTX (2.35) vs FWWNX (1.50). BRKTX was incepted earlier than FWWNX: BRKTX (9 years) vs FWWNX (4 years). BRKTX is a more actively managed with annual turnover of: 63.00 vs. FWWNX (32.00). BRKTX has a lower initial minimum investment than FWWNX: BRKTX (0) vs FWWNX (250). BRKTX annual gain was more profitable for investors over the last year : 16.71 vs. FWWNX (5.03).
| BRKTX | FWWNX | BRKTX / FWWNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 4 years | - |
| Gain YTD | 5.294 | 4.488 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.2M | 63.6B | 0% |
| Annual Yield % from dividends | 2.35 | 1.50 | 156% |
| Returns for 1 year | 16.71 | 5.03 | 332% |
| Returns for 3 years | 6.44 | 7.43 | 87% |
| Returns for 5 years | 23.42 | N/A | - |
| Returns for 10 years | N/A | N/A | - |