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BRKUX vs RNWAX
BRKUX vs RNWAX Comparison
Open Charts BRKUX vs RNWAX
MFS Blended Research Em Mkts Eq R4
Price$14.31
Change+$0.14 (+0.99%)
VolumeN/A
Net Assets90.28M
American Funds New World R1
Price$75.07
Change+$0.39 (+0.52%)
VolumeN/A
Net Assets61.88B
BRKUX vs RNWAX Comparison Chart
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BRKUX vs. RNWAX commentary
Apr 02, 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 Hold.
FUNDAMENTALS
Fundamentals
RNWAX has more cash in the bank: 61.9B vs. BRKUX (90.3M). BRKUX pays higher dividends than RNWAX: BRKUX (2.40) vs RNWAX (0.00). BRKUX was incepted earlier than RNWAX: BRKUX (10 years) vs RNWAX (23 years). BRKUX (1.70) and RNWAX (1.66) have similar cost to investors . BRKUX is a more actively managed with annual turnover of: 58.00 vs. RNWAX (37.00). 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 : 11.82 vs. RNWAX (-0.72). BRKUX return over 5 years is better than : 61.34 vs. RNWAX (46.94).
| BRKUX | RNWAX | BRKUX / RNWAX | |
| Total Expense Ratio | 0.99 | 1.66 | 60% |
| Annual Report Gross Expense Ratio | 1.70 | 1.66 | 102% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 2.533 | 1.426 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90.3M | 61.9B | 0% |
| Annual Yield % from dividends | 2.40 | 0.00 | - |
| Returns for 1 year | 11.82 | -0.72 | -1,647% |
| Returns for 3 years | 10.34 | 0.97 | 1,062% |
| Returns for 5 years | 61.34 | 46.94 | 131% |
| Returns for 10 years | N/A | 38.86 | - |
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