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CWIFX vs NSRIX
CWIFX vs NSRIX Comparison
Open Charts CWIFX vs NSRIX
American Funds Capital World Gr&Inc 529F
Price$76.00
Change+$0.48 (+0.64%)
VolumeN/A
Net Assets141.87B
Northern World Selection Index I
Price$26.73
Change+$0.13 (+0.49%)
VolumeN/A
Net Assets1.93B
CWIFX vs NSRIX Comparison Chart in %
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CWIFX vs. NSRIX 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 CWIFX is a Buy and NSRIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. NSRIX (1.93B). CWIFX pays higher dividends than NSRIX: CWIFX (1.53) vs NSRIX (1.36). CWIFX was incepted earlier than NSRIX: CWIFX (23 years) vs NSRIX (18 years). CWIFX (0.86) is less costly to investors than NSRIX (0.29). 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 annual gain was more profitable for investors over the last year : 12.94 vs. NSRIX (11.88). NSRIX return over 5 years is better than : 74.80 vs. CWIFX (56.43).
| CWIFX | NSRIX | CWIFX / NSRIX | |
| Total Expense Ratio | 0.86 | 0.29 | 297% |
| Annual Report Gross Expense Ratio | 0.86 | 0.29 | 297% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 21.548 | 17.284 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.93B | 7,358% |
| Annual Yield % from dividends | 1.53 | 1.36 | 112% |
| Returns for 1 year | 12.94 | 11.88 | 109% |
| Returns for 3 years | 72.03 | 80.67 | 89% |
| Returns for 5 years | 56.43 | 74.80 | 75% |
| Returns for 10 years | 106.65 | 160.88 | 66% |
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