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BRKUX vs RNWHX
BRKUX vs RNWHX Comparison
Open Charts BRKUX vs RNWHX
MFS Blended Research Em Mkts Eq R4
Price$15.29
Change+$0.11 (+0.72%)
VolumeN/A
Net Assets98.91M
American Funds New World R5E
Price$84.85
Change+$0.19 (+0.22%)
VolumeN/A
Net Assets67.63B
BRKUX vs RNWHX Comparison Chart
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BRKUX vs. RNWHX commentary
Jun 07, 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 RNWHX is a Buy.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 67.6B vs. BRKUX (98.9M). BRKUX pays higher dividends than RNWHX: BRKUX (2.29) vs RNWHX (1.04). BRKUX was incepted earlier than RNWHX: BRKUX (10 years) vs RNWHX (10 years). BRKUX (1.70) is less costly to investors than RNWHX (0.72). BRKUX is a more actively managed with annual turnover of: 58.00 vs. RNWHX (37.00). BRKUX has a lower initial minimum investment than RNWHX: BRKUX (0) vs RNWHX (250). BRKUX annual gain was more profitable for investors over the last year : 13.66 vs. RNWHX (7.70). BRKUX return over 5 years is better than : 41.33 vs. RNWHX (29.56).
| BRKUX | RNWHX | BRKUX / RNWHX | |
| Total Expense Ratio | 0.99 | 0.72 | 138% |
| Annual Report Gross Expense Ratio | 1.70 | 0.72 | 236% |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 9.841 | 11.365 | 87% |
| 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 | 1.04 | 220% |
| Returns for 1 year | 13.66 | 7.70 | 178% |
| Returns for 3 years | 25.22 | 23.56 | 107% |
| Returns for 5 years | 41.33 | 29.56 | 140% |
| Returns for 10 years | N/A | N/A | - |
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