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BRKTX vs RNWHX
BRKTX vs RNWHX Comparison
Open Charts BRKTX vs RNWHX
MFS Blended Research Em Mkts Eq R3
Price$16.08
Change+$0.13 (+0.82%)
VolumeN/A
Net Assets104.44M
American Funds New World R5E
Price$88.56
Change+$0.54 (+0.61%)
VolumeN/A
Net Assets70.12B
BRKTX vs RNWHX Comparison Chart in %
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BRKTX vs. RNWHX 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 RNWHX is a Buy.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 70.1B vs. BRKTX (104M). BRKTX pays higher dividends than RNWHX: BRKTX (1.98) vs RNWHX (0.99). BRKTX was incepted earlier than RNWHX: BRKTX (10 years) vs RNWHX (10 years). BRKTX (1.95) is less costly to investors than RNWHX (0.72). BRKTX is a more actively managed with annual turnover of: 58.00 vs. RNWHX (37.00). BRKTX has a lower initial minimum investment than RNWHX: BRKTX (0) vs RNWHX (250). BRKTX annual gain was more profitable for investors over the last year : 17.02 vs. RNWHX (11.66). BRKTX return over 5 years is better than : 47.51 vs. RNWHX (32.51).
| BRKTX | RNWHX | BRKTX / RNWHX | |
| Total Expense Ratio | 1.24 | 0.72 | 172% |
| Annual Report Gross Expense Ratio | 1.95 | 0.72 | 271% |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 16.606 | 16.496 | 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 | 0.99 | 200% |
| Returns for 1 year | 17.02 | 11.66 | 146% |
| Returns for 3 years | 42.49 | 40.00 | 106% |
| Returns for 5 years | 47.51 | 32.51 | 146% |
| Returns for 10 years | N/A | N/A | - |
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