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BRKTX vs FWWNX
BRKTX vs FWWNX Comparison
Open Charts BRKTX vs FWWNX
MFS Blended Research Em Mkts Eq R3
Price$16.08
Change+$0.13 (+0.82%)
VolumeN/A
Net Assets104.44M
American Funds New World 529-F-3
Price$89.31
Change+$0.55 (+0.62%)
VolumeN/A
Net Assets70.12B
BRKTX vs FWWNX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 70.1B vs. BRKTX (104M). BRKTX pays higher dividends than FWWNX: BRKTX (1.98) vs FWWNX (1.04). BRKTX was incepted earlier than FWWNX: BRKTX (10 years) vs FWWNX (5 years). BRKTX (1.95) is less costly to investors than FWWNX (0.63). BRKTX is a more actively managed with annual turnover of: 58.00 vs. FWWNX (37.00). 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 : 17.02 vs. FWWNX (11.74).
| BRKTX | FWWNX | BRKTX / FWWNX | |
| Total Expense Ratio | 1.24 | 0.63 | 197% |
| Annual Report Gross Expense Ratio | 1.95 | 0.63 | 310% |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | 16.606 | 16.517 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 70.1B | 0% |
| Annual Yield % from dividends | 1.98 | 1.04 | 190% |
| Returns for 1 year | 17.02 | 11.74 | 145% |
| Returns for 3 years | 42.49 | 41.86 | 102% |
| Returns for 5 years | 47.51 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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