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CWGCX vs NSRKX
CWGCX vs NSRKX Comparison
Open Charts CWGCX vs NSRKX
American Funds Capital World Gr&Inc C
Price$60.21
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.17B
Northern World Selection Index K
Price$21.02
Change+$0.09 (+0.43%)
VolumeN/A
Net Assets1.77B
CWGCX vs NSRKX Comparison Chart
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CWGCX vs. NSRKX commentary
Apr 18, 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 CWGCX is a Buy and NSRKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 117B vs. NSRKX (1.77B). NSRKX pays higher dividends than CWGCX: NSRKX (1.70) vs CWGCX (0.93). CWGCX was incepted earlier than NSRKX: CWGCX (24 years) vs NSRKX (5 years). CWGCX (1.49) is less costly to investors than NSRKX (0.25). CWGCX is a more actively managed with annual turnover of: 27.00 vs. NSRKX (15.57). CWGCX has a lower initial minimum investment than NSRKX: CWGCX (250) vs NSRKX (2500). NSRKX annual gain was more profitable for investors over the last year : 1.11 vs. CWGCX (-1.68).
| CWGCX | NSRKX | CWGCX / NSRKX | |
| Total Expense Ratio | 1.49 | 0.25 | 596% |
| Annual Report Gross Expense Ratio | 1.49 | 0.25 | 596% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | -3.913 | -5.950 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 1.77B | 6,614% |
| Annual Yield % from dividends | 0.93 | 1.70 | 55% |
| Returns for 1 year | -1.68 | 1.11 | -151% |
| Returns for 3 years | 9.07 | 18.24 | 50% |
| Returns for 5 years | 40.10 | N/A | - |
| Returns for 10 years | 29.50 | N/A | - |
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