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CWIEX vs NSRIX
CWIEX vs NSRIX Comparison
Open Charts CWIEX vs NSRIX
American Funds Capital World Gr&Inc 529E
Price$76.88
Change+$0.49 (+0.64%)
VolumeN/A
Net Assets143.4B
Northern World Selection Index I
Price$27.11
Change+$0.08 (+0.30%)
VolumeN/A
Net Assets1.96B
CWIEX vs NSRIX Comparison Chart in %
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CWIEX vs. NSRIX commentary
Nov 30, 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: 143B vs. NSRIX (1.96B). NSRIX pays higher dividends than CWIEX: NSRIX (1.33) vs CWIEX (1.14). CWIEX was incepted earlier than NSRIX: CWIEX (24 years) vs NSRIX (18 years). CWIEX (1.00) is less costly to investors than NSRIX (0.29). 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). CWIEX annual gain was more profitable for investors over the last year : 14.53 vs. NSRIX (12.03). NSRIX return over 5 years is better than : 67.82 vs. CWIEX (44.97).
| CWIEX | NSRIX | CWIEX / NSRIX | |
| Total Expense Ratio | 1.00 | 0.29 | 345% |
| Annual Report Gross Expense Ratio | 1.00 | 0.29 | 345% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 22.775 | 19.533 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 1.96B | 7,285% |
| Annual Yield % from dividends | 1.14 | 1.33 | 86% |
| Returns for 1 year | 14.53 | 12.03 | 121% |
| Returns for 3 years | 54.94 | 65.17 | 84% |
| Returns for 5 years | 44.97 | 67.82 | 66% |
| Returns for 10 years | 98.17 | 159.14 | 62% |
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