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CWIEX vs NSRKX
CWIEX vs NSRKX Comparison
Open Charts CWIEX vs NSRKX
American Funds Capital World Gr&Inc 529E
Price$71.92
Change+$0.16 (+0.22%)
VolumeN/A
Net Assets136.85B
Northern World Selection Index K
Price$25.45
Change+$0.14 (+0.55%)
VolumeN/A
Net Assets2.01B
CWIEX vs NSRKX Comparison Chart in %
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CWIEX vs. NSRKX commentary
Sep 04, 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: 137B vs. NSRKX (2.01B). NSRKX pays higher dividends than CWIEX: NSRKX (1.46) vs CWIEX (1.22). CWIEX was incepted earlier than NSRKX: CWIEX (24 years) vs NSRKX (5 years). CWIEX (1.00) is less costly to investors than NSRKX (0.24). 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 (10.78) and NSRKX (10.31) have marching annual gain over last year. NSRKX return over 5 years is better than : 70.15 vs. CWIEX (47.39).
| CWIEX | NSRKX | CWIEX / NSRKX | |
| Total Expense Ratio | 1.00 | 0.24 | 417% |
| Annual Report Gross Expense Ratio | 1.00 | 0.24 | 417% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 14.626 | 11.547 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.01B | 6,813% |
| Annual Yield % from dividends | 1.22 | 1.46 | 83% |
| Returns for 1 year | 10.78 | 10.31 | 105% |
| Returns for 3 years | 52.06 | 59.44 | 88% |
| Returns for 5 years | 47.39 | 70.15 | 68% |
| Returns for 10 years | 96.35 | N/A | - |
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