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CWIFX vs NSRIX
CWIFX vs NSRIX Comparison
Open Charts CWIFX vs NSRIX
American Funds Capital World Gr&Inc 529F
Price$72.49
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Northern World Selection Index I
Price$25.50
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.02B
CWIFX vs NSRIX Comparison Chart in %
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CWIFX vs. NSRIX commentary
Aug 17, 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 CWIFX is a StrongBuy and NSRIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. NSRIX (2.02B). CWIFX pays higher dividends than NSRIX: CWIFX (1.60) vs NSRIX (1.44). CWIFX was incepted earlier than NSRIX: CWIFX (23 years) vs NSRIX (17 years). CWIFX (0.86) is less costly to investors than NSRIX (0.30). CWIFX is a more actively managed with annual turnover of: 27.00 vs. NSRIX (13.38). NSRIX has a lower initial minimum investment than CWIFX: NSRIX (0) vs CWIFX (250). CWIFX (11.58) and NSRIX (11.26) have marching annual gain over last year. NSRIX return over 5 years is better than : 72.83 vs. CWIFX (52.56).
| CWIFX | NSRIX | CWIFX / NSRIX | |
| Total Expense Ratio | 0.86 | 0.30 | 287% |
| Annual Report Gross Expense Ratio | 0.86 | 0.30 | 287% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 15.587 | 12.434 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.02B | 6,772% |
| Annual Yield % from dividends | 1.60 | 1.44 | 111% |
| Returns for 1 year | 11.58 | 11.26 | 103% |
| Returns for 3 years | 43.22 | 45.78 | 94% |
| Returns for 5 years | 52.56 | 72.83 | 72% |
| Returns for 10 years | 89.56 | 140.99 | 64% |
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