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CWIFX vs NSRKX
CWIFX vs NSRKX Comparison
Open Charts CWIFX vs NSRKX
American Funds Capital World Gr&Inc 529F
Price$71.07
Change+$0.43 (+0.61%)
VolumeN/A
Net Assets134.28B
Northern World Selection Index K
Price$25.09
Change+$0.08 (+0.32%)
VolumeN/A
Net Assets1.99B
CWIFX vs NSRKX Comparison Chart in %
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CWIFX vs. NSRKX commentary
Aug 07, 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 NSRKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 134B vs. NSRKX (1.99B). CWIFX pays higher dividends than NSRKX: CWIFX (1.60) vs NSRKX (1.50). 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 (15.94) and NSRKX (15.38) have marching annual gain over last year. NSRKX return over 5 years is better than : 71.66 vs. CWIFX (50.90).
| 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 | 13.322 | 10.225 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 1.99B | 6,744% |
| Annual Yield % from dividends | 1.60 | 1.50 | 107% |
| Returns for 1 year | 15.94 | 15.38 | 104% |
| Returns for 3 years | 44.92 | 47.70 | 94% |
| Returns for 5 years | 50.90 | 71.66 | 71% |
| Returns for 10 years | 84.63 | N/A | - |
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