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BRKTX vs FWWNX
BRKTX vs FWWNX Comparison
Open Charts BRKTX vs FWWNX
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-3
Price$78.94
Change+$0.26 (+0.33%)
VolumeN/A
Net Assets63.54B
BRKTX vs FWWNX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 63.5B vs. BRKTX (91.9M). 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 : 19.04 vs. FWWNX (7.95).
| 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 | 1.233 | 2.988 | 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 | 1.50 | 156% |
| Returns for 1 year | 19.04 | 7.95 | 240% |
| Returns for 3 years | 2.47 | 3.10 | 80% |
| Returns for 5 years | 14.45 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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