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CWIAX vs NSRKX
CWIAX vs NSRKX Comparison
Open Charts CWIAX vs NSRKX
American Funds Capital World Gr&Inc 529A
Price$74.45
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Northern World Selection Index K
Price$26.41
Change+$0.10 (+0.38%)
VolumeN/A
Net Assets1.92B
CWIAX vs NSRKX Comparison Chart in %
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CWIAX vs. NSRKX commentary
Nov 20, 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 CWIAX is a Hold and NSRKX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 139B vs. NSRKX (1.92B). NSRKX (1.38) and CWIAX (1.36) have matching dividends . CWIAX was incepted earlier than NSRKX: CWIAX (24 years) vs NSRKX (5 years). CWIAX (0.78) is less costly to investors than NSRKX (0.24). CWIAX is a more actively managed with annual turnover of: 27.00 vs. NSRKX (13.38). CWIAX has a lower initial minimum investment than NSRKX: CWIAX (250) vs NSRKX (2500). CWIAX annual gain was more profitable for investors over the last year : 12.18 vs. NSRKX (9.64). NSRKX return over 5 years is better than : 67.20 vs. CWIAX (44.89).
| CWIAX | NSRKX | CWIAX / NSRKX | |
| Total Expense Ratio | 0.78 | 0.24 | 325% |
| Annual Report Gross Expense Ratio | 0.78 | 0.24 | 325% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 18.952 | 15.954 | 119% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 1.92B | 7,243% |
| Annual Yield % from dividends | 1.36 | 1.38 | 98% |
| Returns for 1 year | 12.18 | 9.64 | 126% |
| Returns for 3 years | 51.61 | 61.28 | 84% |
| Returns for 5 years | 44.89 | 67.20 | 67% |
| Returns for 10 years | 96.19 | N/A | - |
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