Ad is loading...
CWGFX vs NSRKX
CWGFX vs NSRKX Comparison
Open Charts CWGFX vs NSRKX
American Funds Capital World Gr&Inc F1
Price$60.83
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
CWGFX vs NSRKX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWGFX 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 CWGFX is a Buy and NSRKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 117B vs. NSRKX (1.77B). NSRKX pays higher dividends than CWGFX: NSRKX (1.70) vs CWGFX (1.59). CWGFX was incepted earlier than NSRKX: CWGFX (24 years) vs NSRKX (5 years). CWGFX (0.80) is less costly to investors than NSRKX (0.25). CWGFX is a more actively managed with annual turnover of: 27.00 vs. NSRKX (15.57). CWGFX has a lower initial minimum investment than NSRKX: CWGFX (250) vs NSRKX (2500). NSRKX annual gain was more profitable for investors over the last year : 1.11 vs. CWGFX (-0.97).
| CWGFX | NSRKX | CWGFX / NSRKX | |
| Total Expense Ratio | 0.80 | 0.25 | 320% |
| Annual Report Gross Expense Ratio | 0.80 | 0.25 | 320% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | -3.744 | -5.950 | 63% |
| 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 | 1.59 | 1.70 | 94% |
| Returns for 1 year | -0.97 | 1.11 | -87% |
| Returns for 3 years | 10.84 | 18.24 | 59% |
| Returns for 5 years | 43.42 | N/A | - |
| Returns for 10 years | 32.63 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...