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CWIAX vs NSRKX
CWIAX vs NSRKX Comparison
Open Charts CWIAX vs NSRKX
American Funds Capital World Gr&Inc 529A
Price$72.05
Change+$0.16 (+0.22%)
VolumeN/A
Net Assets136.85B
Northern World Selection Index K
Price$25.45
Change+$0.14 (+0.55%)
VolumeN/A
Net Assets2.01B
CWIAX vs NSRKX Comparison Chart in %
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CWIAX vs. NSRKX commentary
Sep 04, 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: 137B vs. NSRKX (2.01B). NSRKX (1.46) and CWIAX (1.43) 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 : 11.05 vs. NSRKX (10.31). NSRKX return over 5 years is better than : 70.15 vs. CWIAX (49.13).
| 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 | 14.816 | 11.547 | 128% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.01B | 6,813% |
| Annual Yield % from dividends | 1.43 | 1.46 | 98% |
| Returns for 1 year | 11.05 | 10.31 | 107% |
| Returns for 3 years | 53.14 | 59.44 | 89% |
| Returns for 5 years | 49.13 | 70.15 | 70% |
| Returns for 10 years | 100.85 | N/A | - |
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