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CWIAX vs NSRKX
CWIAX vs NSRKX Comparison
Open Charts CWIAX vs NSRKX
American Funds Capital World Gr&Inc 529A
Price$70.16
Change+$0.79 (+1.14%)
VolumeN/A
Net Assets132.68B
Northern World Selection Index K
Price$24.38
Change+$0.17 (+0.70%)
VolumeN/A
Net Assets1.93B
CWIAX vs NSRKX Comparison Chart in %
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CWIAX vs. NSRKX commentary
Jun 27, 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 StrongBuy and NSRKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 133B vs. NSRKX (1.93B). NSRKX (1.57) and CWIAX (1.52) 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 : 9.10 vs. NSRKX (6.24).
| 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 | 11.804 | 6.699 | 176% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 1.93B | 6,891% |
| Annual Yield % from dividends | 1.52 | 1.57 | 97% |
| Returns for 1 year | 9.10 | 6.24 | 146% |
| Returns for 3 years | 46.27 | 49.11 | 94% |
| Returns for 5 years | 59.76 | N/A | - |
| Returns for 10 years | 80.48 | N/A | - |
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