Ad is loading...
BRKUX vs FWWNX
BRKUX vs FWWNX Comparison
Open Charts BRKUX vs FWWNX
MFS Blended Research Em Mkts Eq R4
Price$13.77
Change+$0.06 (+0.44%)
VolumeN/A
Net Assets90.77M
American Funds New World 529-F-3
Price$77.47
Change+$0.35 (+0.45%)
VolumeN/A
Net Assets62.57B
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: 62.6B vs. BRKUX (90.8M). BRKUX pays higher dividends than FWWNX: BRKUX (2.59) vs FWWNX (1.50). BRKUX was incepted earlier than FWWNX: BRKUX (9 years) vs FWWNX (4 years). BRKUX is a more actively managed with annual turnover of: 63.00 vs. FWWNX (32.00). 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 : 20.04 vs. FWWNX (7.36).
| BRKUX | FWWNX | BRKUX / FWWNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 4 years | - |
| Gain YTD | -0.362 | 1.070 | -34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90.8M | 62.6B | 0% |
| Annual Yield % from dividends | 2.59 | 1.50 | 173% |
| Returns for 1 year | 20.04 | 7.36 | 272% |
| Returns for 3 years | 0.38 | -1.82 | -21% |
| Returns for 5 years | 10.45 | N/A | - |
| Returns for 10 years | N/A | N/A | - |