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CWIAX vs NSRKX
CWIAX vs NSRKX Comparison
Open Charts CWIAX vs NSRKX
American Funds Capital World Gr&Inc 529A
Price$68.77
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
Northern World Selection Index K
Price$23.96
Change+$0.21 (+0.88%)
VolumeN/A
Net Assets1.9B
CWIAX vs NSRKX Comparison Chart
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CWIAX vs. NSRKX commentary
Jun 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 Buy and NSRKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 131B vs. NSRKX (1.9B). 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 (15.57). 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 : 6.33 vs. NSRKX (5.22).
| 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 | 9.039 | 4.672 | 193% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 1.9B | 6,880% |
| Annual Yield % from dividends | 1.52 | 1.57 | 97% |
| Returns for 1 year | 6.33 | 5.22 | 121% |
| Returns for 3 years | 31.14 | 38.01 | 82% |
| Returns for 5 years | 50.23 | N/A | - |
| Returns for 10 years | 74.73 | N/A | - |
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