Ad is loading...
BRKUX vs FWWNX
BRKUX vs FWWNX Comparison
Open Charts BRKUX vs FWWNX
MFS Blended Research Em Mkts Eq R4
Price$14.05
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets88.82M
American Funds New World 529-F-3
Price$78.48
Change+$0.86 (+1.11%)
VolumeN/A
Net Assets61.47B
BRKUX vs FWWNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 61.5B vs. BRKUX (88.8M). BRKUX pays higher dividends than FWWNX: BRKUX (2.40) vs FWWNX (1.18). BRKUX was incepted earlier than FWWNX: BRKUX (10 years) vs FWWNX (4 years). BRKUX (1.70) is less costly to investors than FWWNX (0.63). BRKUX is a more actively managed with annual turnover of: 58.00 vs. FWWNX (37.00). BRKUX has a lower initial minimum investment than FWWNX: BRKUX (0) vs FWWNX (250). BRKUX annual gain was more profitable for investors over the last year : 9.80 vs. FWWNX (2.74).
| BRKUX | FWWNX | BRKUX / FWWNX | |
| Total Expense Ratio | 0.99 | 0.63 | 157% |
| Annual Report Gross Expense Ratio | 1.70 | 0.63 | 270% |
| Fund Existence | 10 years | 4 years | - |
| Gain YTD | 1.375 | 2.387 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.8M | 61.5B | 0% |
| Annual Yield % from dividends | 2.40 | 1.18 | 204% |
| Returns for 1 year | 9.80 | 2.74 | 358% |
| Returns for 3 years | 18.26 | 14.73 | 124% |
| Returns for 5 years | 47.01 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers