Interact to see
Advertisement
Advertisement
BRKTX vs RNWBX
BRKTX vs RNWBX Comparison
Open Charts BRKTX vs RNWBX
MFS Blended Research Em Mkts Eq R3
Price$17.60
Change+$0.14 (+0.80%)
VolumeN/A
Net Assets113.31M
American Funds New World R2
Price$90.18
Change+$0.57 (+0.64%)
VolumeN/A
Net Assets74.08B
BRKTX vs RNWBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BRKTX vs. RNWBX commentary
Sep 17, 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 RNWBX is a Buy.
FUNDAMENTALS
Fundamentals
RNWBX has more cash in the bank: 74.1B vs. BRKTX (113M). BRKTX pays higher dividends than RNWBX: BRKTX (1.90) vs RNWBX (0.13). BRKTX was incepted earlier than RNWBX: BRKTX (10 years) vs RNWBX (23 years). BRKTX (1.95) is less costly to investors than RNWBX (1.67). BRKTX is a more actively managed with annual turnover of: 58.00 vs. RNWBX (37.00). BRKTX has a lower initial minimum investment than RNWBX: BRKTX (0) vs RNWBX (250). BRKTX annual gain was more profitable for investors over the last year : 28.72 vs. RNWBX (16.11). BRKTX return over 5 years is better than : 49.94 vs. RNWBX (25.99).
| BRKTX | RNWBX | BRKTX / RNWBX | |
| Total Expense Ratio | 1.24 | 1.67 | 74% |
| Annual Report Gross Expense Ratio | 1.95 | 1.67 | 117% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 27.629 | 22.610 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113M | 74.1B | 0% |
| Annual Yield % from dividends | 1.90 | 0.13 | 1,514% |
| Returns for 1 year | 28.72 | 16.11 | 178% |
| Returns for 3 years | 62.51 | 46.85 | 133% |
| Returns for 5 years | 49.94 | 25.99 | 192% |
| Returns for 10 years | 103.51 | 89.59 | 116% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement