Interact to see
Advertisement
Advertisement
CWIEX vs NSRIX
CWIEX vs NSRIX Comparison
Open Charts CWIEX vs NSRIX
American Funds Capital World Gr&Inc 529E
Price$75.88
Change+$0.48 (+0.64%)
VolumeN/A
Net Assets141.87B
Northern World Selection Index I
Price$26.73
Change+$0.13 (+0.49%)
VolumeN/A
Net Assets1.93B
CWIEX vs NSRIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. NSRIX 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 CWIEX is a Buy and NSRIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. NSRIX (1.93B). NSRIX pays higher dividends than CWIEX: NSRIX (1.36) vs CWIEX (1.17). 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 : 12.49 vs. NSRIX (11.88). NSRIX return over 5 years is better than : 74.80 vs. CWIEX (53.39).
| 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 | 21.178 | 17.284 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.93B | 7,358% |
| Annual Yield % from dividends | 1.17 | 1.36 | 86% |
| Returns for 1 year | 12.49 | 11.88 | 105% |
| Returns for 3 years | 70.05 | 80.67 | 87% |
| Returns for 5 years | 53.39 | 74.80 | 71% |
| Returns for 10 years | 98.16 | 160.88 | 61% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement