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BRKTX vs RNWHX
BRKTX vs RNWHX Comparison
Open Charts BRKTX vs RNWHX
MFS Blended Research Em Mkts Eq R3
Price$15.30
Change+$0.06 (+0.39%)
VolumeN/A
Net Assets98.91M
American Funds New World R5E
Price$85.04
Change+$0.19 (+0.22%)
VolumeN/A
Net Assets67.63B
BRKTX vs RNWHX Comparison Chart
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BRKTX vs. RNWHX commentary
Jun 07, 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: 67.6B vs. BRKTX (98.9M). BRKTX pays higher dividends than RNWHX: BRKTX (2.11) vs RNWHX (1.04). 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 : 13.41 vs. RNWHX (7.68). BRKTX return over 5 years is better than : 40.62 vs. RNWHX (30.14).
| 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 | 10.515 | 11.865 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.9M | 67.6B | 0% |
| Annual Yield % from dividends | 2.11 | 1.04 | 203% |
| Returns for 1 year | 13.41 | 7.68 | 175% |
| Returns for 3 years | 25.55 | 23.56 | 108% |
| Returns for 5 years | 40.62 | 30.14 | 135% |
| Returns for 10 years | N/A | N/A | - |
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