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CWIAX vs NSRKX
CWIAX vs NSRKX Comparison
Open Charts CWIAX vs NSRKX
American Funds Capital World Gr&Inc 529A
Price$71.05
Change+$0.43 (+0.61%)
VolumeN/A
Net Assets134.28B
Northern World Selection Index K
Price$25.09
Change+$0.08 (+0.32%)
VolumeN/A
Net Assets1.99B
CWIAX vs NSRKX Comparison Chart in %
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CWIAX vs. NSRKX commentary
Aug 07, 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: 134B vs. NSRKX (1.99B). NSRKX (1.50) 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 (15.76) and NSRKX (15.38) have marching annual gain over last year. NSRKX return over 5 years is better than : 71.66 vs. CWIAX (49.68).
| 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 | 13.222 | 10.225 | 129% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 1.99B | 6,744% |
| Annual Yield % from dividends | 1.46 | 1.50 | 98% |
| Returns for 1 year | 15.76 | 15.38 | 102% |
| Returns for 3 years | 44.28 | 47.70 | 93% |
| Returns for 5 years | 49.68 | 71.66 | 69% |
| Returns for 10 years | 81.06 | N/A | - |
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