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CWIEX vs NSRKX
CWIEX vs NSRKX Comparison
Open Charts CWIEX vs NSRKX
American Funds Capital World Gr&Inc 529E
Price$74.32
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Northern World Selection Index K
Price$26.41
Change+$0.10 (+0.38%)
VolumeN/A
Net Assets1.92B
CWIEX vs NSRKX Comparison Chart in %
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CWIEX vs. NSRKX commentary
Nov 20, 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 Hold and NSRKX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 139B vs. NSRKX (1.92B). NSRKX pays higher dividends than CWIEX: NSRKX (1.38) vs CWIEX (1.15). 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 annual gain was more profitable for investors over the last year : 11.90 vs. NSRKX (9.64). NSRKX return over 5 years is better than : 67.20 vs. CWIEX (43.18).
| 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 | 18.687 | 15.954 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 1.92B | 7,243% |
| Annual Yield % from dividends | 1.15 | 1.38 | 83% |
| Returns for 1 year | 11.90 | 9.64 | 124% |
| Returns for 3 years | 50.53 | 61.28 | 82% |
| Returns for 5 years | 43.18 | 67.20 | 64% |
| Returns for 10 years | 91.78 | N/A | - |
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