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BRKUX vs RNWAX
BRKUX vs RNWAX Comparison
Open Charts BRKUX vs RNWAX
MFS Blended Research Em Mkts Eq R4
Price$13.77
Change+$0.06 (+0.44%)
VolumeN/A
Net Assets90.77M
American Funds New World R1
Price$74.39
Change+$0.34 (+0.46%)
VolumeN/A
Net Assets62.57B
BRKUX vs RNWAX Comparison Chart
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BRKUX vs. RNWAX commentary
Jan 19, 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 BRKUX is a Buy and RNWAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNWAX has more cash in the bank: 62.6B vs. BRKUX (90.8M). BRKUX pays higher dividends than RNWAX: BRKUX (2.59) vs RNWAX (0.61). BRKUX was incepted earlier than RNWAX: BRKUX (9 years) vs RNWAX (23 years). BRKUX is a more actively managed with annual turnover of: 63.00 vs. RNWAX (32.00). BRKUX has a lower initial minimum investment than RNWAX: BRKUX (0) vs RNWAX (250). BRKUX annual gain was more profitable for investors over the last year : 20.04 vs. RNWAX (6.20). BRKUX return over 5 years is better than : 10.45 vs. RNWAX (6.50).
| BRKUX | RNWAX | BRKUX / RNWAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | -0.362 | 1.032 | -35% |
| 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 | 0.61 | 422% |
| Returns for 1 year | 20.04 | 6.20 | 323% |
| Returns for 3 years | 0.38 | -5.07 | -7% |
| Returns for 5 years | 10.45 | 6.50 | 161% |
| Returns for 10 years | N/A | 43.55 | - |