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BRKTX vs RNWHX
BRKTX vs RNWHX Comparison
Open Charts BRKTX vs RNWHX
MFS Blended Research Em Mkts Eq R3
Price$17.60
Change+$0.14 (+0.80%)
VolumeN/A
Net Assets113.31M
American Funds New World R5E
Price$93.84
Change+$0.59 (+0.63%)
VolumeN/A
Net Assets74.08B
BRKTX vs RNWHX Comparison Chart in %
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BRKTX vs. RNWHX 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 RNWHX is a Buy.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 74.1B vs. BRKTX (113M). BRKTX pays higher dividends than RNWHX: BRKTX (1.90) vs RNWHX (0.97). 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 : 28.72 vs. RNWHX (17.32). BRKTX return over 5 years is better than : 49.94 vs. RNWHX (30.80).
| 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 | 27.629 | 23.441 | 118% |
| 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 | 0.97 | 196% |
| Returns for 1 year | 28.72 | 17.32 | 166% |
| Returns for 3 years | 62.51 | 49.80 | 126% |
| Returns for 5 years | 49.94 | 30.80 | 162% |
| Returns for 10 years | 103.51 | N/A | - |
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