Ad is loading...
BRKTX vs RNWAX
BRKTX vs RNWAX Comparison
Open Charts BRKTX vs RNWAX
MFS Blended Research Em Mkts Eq R3
Price$14.52
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets94.23M
American Funds New World R1
Price$76.83
Change-$0.42 (-0.54%)
VolumeN/A
Net Assets63.63B
BRKTX vs RNWAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BRKTX vs. RNWAX commentary
Feb 23, 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 RNWAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNWAX has more cash in the bank: 63.6B vs. BRKTX (94.2M). BRKTX pays higher dividends than RNWAX: BRKTX (2.35) vs RNWAX (0.61). BRKTX was incepted earlier than RNWAX: BRKTX (9 years) vs RNWAX (23 years). BRKTX is a more actively managed with annual turnover of: 63.00 vs. RNWAX (32.00). BRKTX has a lower initial minimum investment than RNWAX: BRKTX (0) vs RNWAX (250). BRKTX annual gain was more profitable for investors over the last year : 16.71 vs. RNWAX (3.89). BRKTX return over 5 years is better than : 23.42 vs. RNWAX (12.95).
| BRKTX | RNWAX | BRKTX / RNWAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 5.294 | 4.346 | 122% |
| 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 | 0.61 | 382% |
| Returns for 1 year | 16.71 | 3.89 | 429% |
| Returns for 3 years | 6.44 | 3.88 | 166% |
| Returns for 5 years | 23.42 | 12.95 | 181% |
| Returns for 10 years | N/A | 43.58 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SHAG | 47.46 | 0.07 | +0.16% |
| WisdomTree Yield Enh US S-T Aggt Bd ETF | |||
| VNLA | 49.12 | 0.05 | +0.10% |
| Janus Henderson Short Duration Inc ETF | |||
| QMAR | 30.67 | -0.19 | -0.62% |
| FT Vest Nasdaq-100 Buffer ETF – Mar | |||
| SVAL | 31.94 | -0.66 | -2.02% |
| iShares US Small Cap Value Factor ETF | |||
| BEDZ | 32.78 | -1.09 | -3.23% |
| AdvisorShares Hotel ETF | |||