Interact to see
Advertisement
Advertisement
CWIFX vs NSRKX
CWIFX vs NSRKX Comparison
Open Charts CWIFX vs NSRKX
American Funds Capital World Gr&Inc 529F
Price$71.36
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets135.41B
Northern World Selection Index K
Price$24.79
Change+$0.11 (+0.45%)
VolumeN/A
Net Assets1.96B
CWIFX vs NSRKX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIFX vs. NSRKX commentary
Jul 18, 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 NSRKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 135B vs. NSRKX (1.96B). CWIFX pays higher dividends than NSRKX: CWIFX (1.60) vs NSRKX (1.51). CWIFX was incepted earlier than NSRKX: CWIFX (23 years) vs NSRKX (5 years). CWIFX (0.86) is less costly to investors than NSRKX (0.25). CWIFX is a more actively managed with annual turnover of: 27.00 vs. NSRKX (13.38). CWIFX has a lower initial minimum investment than NSRKX: CWIFX (250) vs NSRKX (2500). CWIFX annual gain was more profitable for investors over the last year : 9.09 vs. NSRKX (4.82).
| CWIFX | NSRKX | CWIFX / NSRKX | |
| Total Expense Ratio | 0.86 | 0.25 | 344% |
| Annual Report Gross Expense Ratio | 0.86 | 0.25 | 344% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 13.785 | 8.770 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 1.96B | 6,884% |
| Annual Yield % from dividends | 1.60 | 1.51 | 106% |
| Returns for 1 year | 9.09 | 4.82 | 189% |
| Returns for 3 years | 54.74 | 55.38 | 99% |
| Returns for 5 years | 54.26 | N/A | - |
| Returns for 10 years | 82.75 | N/A | - |