Interact to see
Advertisement
Advertisement
CWIAX vs NSRKX
CWIAX vs NSRKX Comparison
Open Charts CWIAX vs NSRKX
American Funds Capital World Gr&Inc 529A
Price$71.35
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets135.41B
Northern World Selection Index K
Price$24.79
Change+$0.11 (+0.45%)
VolumeN/A
Net Assets1.96B
CWIAX vs NSRKX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. NSRKX commentary
Jul 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 CWIAX is a Buy and NSRKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 135B vs. NSRKX (1.96B). NSRKX (1.51) and CWIAX (1.46) have matching dividends . CWIAX was incepted earlier than NSRKX: CWIAX (23 years) vs NSRKX (5 years). CWIAX (0.78) is less costly to investors than NSRKX (0.25). 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 : 8.93 vs. NSRKX (4.82).
| CWIAX | NSRKX | CWIAX / NSRKX | |
| Total Expense Ratio | 0.78 | 0.25 | 312% |
| Annual Report Gross Expense Ratio | 0.78 | 0.25 | 312% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 13.700 | 8.770 | 156% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 1.96B | 6,884% |
| Annual Yield % from dividends | 1.46 | 1.51 | 96% |
| Returns for 1 year | 8.93 | 4.82 | 185% |
| Returns for 3 years | 54.04 | 55.38 | 98% |
| Returns for 5 years | 53.00 | N/A | - |
| Returns for 10 years | 79.24 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement