Interact to see
Advertisement
Advertisement
CWIEX vs NSRKX
CWIEX vs NSRKX Comparison
Open Charts CWIEX vs NSRKX
American Funds Capital World Gr&Inc 529E
Price$70.93
Change+$0.43 (+0.61%)
VolumeN/A
Net Assets134.28B
Northern World Selection Index K
Price$25.09
Change+$0.08 (+0.32%)
VolumeN/A
Net Assets1.99B
CWIEX vs NSRKX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. NSRKX commentary
Aug 07, 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 NSRKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 134B vs. NSRKX (1.99B). NSRKX pays higher dividends than CWIEX: NSRKX (1.50) vs CWIEX (1.25). CWIEX was incepted earlier than NSRKX: CWIEX (23 years) vs NSRKX (5 years). CWIEX (1.00) is less costly to investors than NSRKX (0.25). CWIEX is a more actively managed with annual turnover of: 27.00 vs. NSRKX (13.38). CWIEX has a lower initial minimum investment than NSRKX: CWIEX (250) vs NSRKX (2500). CWIEX (15.48) and NSRKX (15.38) have marching annual gain over last year. NSRKX return over 5 years is better than : 71.66 vs. CWIEX (47.92).
| CWIEX | NSRKX | CWIEX / NSRKX | |
| Total Expense Ratio | 1.00 | 0.25 | 400% |
| Annual Report Gross Expense Ratio | 1.00 | 0.25 | 400% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 13.048 | 10.225 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 1.99B | 6,744% |
| Annual Yield % from dividends | 1.25 | 1.50 | 84% |
| Returns for 1 year | 15.48 | 15.38 | 101% |
| Returns for 3 years | 43.24 | 47.70 | 91% |
| Returns for 5 years | 47.92 | 71.66 | 67% |
| Returns for 10 years | 77.00 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement