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CWIEX vs NSRIX
CWIEX vs NSRIX Comparison
Open Charts CWIEX vs NSRIX
American Funds Capital World Gr&Inc 529E
Price$72.35
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
Northern World Selection Index I
Price$25.50
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.02B
CWIEX vs NSRIX Comparison Chart in %
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CWIEX vs. NSRIX commentary
Aug 17, 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 CWIEX is a StrongBuy and NSRIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. NSRIX (2.02B). NSRIX pays higher dividends than CWIEX: NSRIX (1.44) vs CWIEX (1.25). CWIEX was incepted earlier than NSRIX: CWIEX (23 years) vs NSRIX (17 years). CWIEX (1.00) is less costly to investors than NSRIX (0.30). CWIEX is a more actively managed with annual turnover of: 27.00 vs. NSRIX (13.38). NSRIX has a lower initial minimum investment than CWIEX: NSRIX (0) vs CWIEX (250). NSRIX (11.26) and CWIEX (11.15) have marching annual gain over last year. NSRIX return over 5 years is better than : 72.83 vs. CWIEX (49.58).
| CWIEX | NSRIX | CWIEX / NSRIX | |
| Total Expense Ratio | 1.00 | 0.30 | 333% |
| Annual Report Gross Expense Ratio | 1.00 | 0.30 | 333% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 15.312 | 12.434 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.02B | 6,772% |
| Annual Yield % from dividends | 1.25 | 1.44 | 87% |
| Returns for 1 year | 11.15 | 11.26 | 99% |
| Returns for 3 years | 41.58 | 45.78 | 91% |
| Returns for 5 years | 49.58 | 72.83 | 68% |
| Returns for 10 years | 81.77 | 140.99 | 58% |
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