Interact to see
Advertisement
Advertisement
BRKUX vs FNFWX
BRKUX vs FNFWX Comparison
Open Charts BRKUX vs FNFWX
MFS Blended Research Em Mkts Eq R4
Price$15.29
Change+$0.11 (+0.72%)
VolumeN/A
Net Assets98.91M
American Funds New World 529-F-2
Price$85.82
Change+$0.19 (+0.22%)
VolumeN/A
Net Assets67.63B
BRKUX vs FNFWX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 67.6B vs. BRKUX (98.9M). BRKUX pays higher dividends than FNFWX: BRKUX (2.29) vs FNFWX (1.03). BRKUX was incepted earlier than FNFWX: BRKUX (10 years) vs FNFWX (5 years). BRKUX (1.70) is less costly to investors than FNFWX (0.69). BRKUX is a more actively managed with annual turnover of: 58.00 vs. FNFWX (37.00). BRKUX has a lower initial minimum investment than FNFWX: BRKUX (0) vs FNFWX (250). BRKUX annual gain was more profitable for investors over the last year : 13.66 vs. FNFWX (7.77).
| BRKUX | FNFWX | BRKUX / FNFWX | |
| Total Expense Ratio | 0.99 | 0.69 | 143% |
| Annual Report Gross Expense Ratio | 1.70 | 0.69 | 246% |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | 9.841 | 11.381 | 86% |
| 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 | 2.29 | 1.03 | 222% |
| Returns for 1 year | 13.66 | 7.77 | 176% |
| Returns for 3 years | 25.22 | 25.16 | 100% |
| Returns for 5 years | 41.33 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DGS | 53.83 | 0.13 | +0.24% |
| WisdomTree Emerging Markets SmCp Div ETF | |||
| DFCA | 49.14 | 0.08 | +0.16% |
| Dimensional California Municipal Bd ETF | |||
| MPAY | 24.12 | N/A | N/A |
| Akros Monthly Payout ETF | |||
| XRMI | 17.83 | -0.02 | -0.10% |
| Global X S&P 500® Risk Managed Inc ETF | |||
| VTN | 10.05 | -0.02 | -0.20% |
| Invesco Trust for Investment Grade New York Municipals | |||