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CWIAX vs NSRKX
CWIAX vs NSRKX Comparison
Open Charts CWIAX vs NSRKX
American Funds Capital World Gr&Inc 529A
Price$76.00
Change+$0.49 (+0.65%)
VolumeN/A
Net Assets141.87B
Northern World Selection Index K
Price$26.75
Change+$0.13 (+0.49%)
VolumeN/A
Net Assets1.93B
CWIAX vs NSRKX Comparison Chart in %
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CWIAX vs. NSRKX commentary
Oct 09, 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 Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. NSRKX (1.93B). NSRKX (1.41) and CWIAX (1.39) 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 : 12.78 vs. NSRKX (11.94). NSRKX return over 5 years is better than : 75.14 vs. CWIAX (55.21).
| 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 | 21.428 | 17.320 | 124% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.93B | 7,358% |
| Annual Yield % from dividends | 1.39 | 1.41 | 98% |
| Returns for 1 year | 12.78 | 11.94 | 107% |
| Returns for 3 years | 71.28 | 80.95 | 88% |
| Returns for 5 years | 55.21 | 75.14 | 73% |
| Returns for 10 years | 102.72 | N/A | - |
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