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BRKTX vs RNWBX
BRKTX vs RNWBX Comparison
Open Charts BRKTX vs RNWBX
MFS Blended Research Em Mkts Eq R3
Price$16.08
Change+$0.13 (+0.82%)
VolumeN/A
Net Assets104.44M
American Funds New World R2
Price$85.27
Change+$0.52 (+0.61%)
VolumeN/A
Net Assets70.12B
BRKTX vs RNWBX Comparison Chart in %
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BRKTX vs. RNWBX commentary
Jul 05, 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: 70.1B vs. BRKTX (104M). BRKTX pays higher dividends than RNWBX: BRKTX (1.98) 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 : 17.02 vs. RNWBX (10.50). BRKTX return over 5 years is better than : 47.51 vs. RNWBX (27.64).
| 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 | 16.606 | 15.935 | 104% |
| 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 | 0.13 | 1,547% |
| Returns for 1 year | 17.02 | 10.50 | 162% |
| Returns for 3 years | 42.49 | 37.23 | 114% |
| Returns for 5 years | 47.51 | 27.64 | 172% |
| Returns for 10 years | N/A | 63.65 | - |
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