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CWIEX vs NSRKX
CWIEX vs NSRKX Comparison
Open Charts CWIEX vs NSRKX
American Funds Capital World Gr&Inc 529E
Price$75.88
Change+$0.48 (+0.64%)
VolumeN/A
Net Assets141.87B
Northern World Selection Index K
Price$26.75
Change+$0.13 (+0.49%)
VolumeN/A
Net Assets1.93B
CWIEX vs NSRKX Comparison Chart in %
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CWIEX vs. NSRKX 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 NSRKX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. NSRKX (1.93B). NSRKX pays higher dividends than CWIEX: NSRKX (1.41) vs CWIEX (1.17). 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 (12.49) and NSRKX (11.94) have marching annual gain over last year. NSRKX return over 5 years is better than : 75.14 vs. CWIEX (53.39).
| 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 | 21.178 | 17.320 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.93B | 7,358% |
| Annual Yield % from dividends | 1.17 | 1.41 | 83% |
| Returns for 1 year | 12.49 | 11.94 | 105% |
| Returns for 3 years | 70.05 | 80.95 | 87% |
| Returns for 5 years | 53.39 | 75.14 | 71% |
| Returns for 10 years | 98.16 | N/A | - |
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