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CWIFX vs NSRKX
CWIFX vs NSRKX Comparison
Open Charts CWIFX vs NSRKX
American Funds Capital World Gr&Inc 529F
Price$68.79
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets130.86B
Northern World Selection Index K
Price$23.96
Change+$0.21 (+0.88%)
VolumeN/A
Net Assets1.9B
CWIFX vs NSRKX Comparison Chart
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CWIFX vs. NSRKX commentary
Jun 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 Buy and NSRKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 131B vs. NSRKX (1.9B). CWIFX pays higher dividends than NSRKX: CWIFX (1.68) vs NSRKX (1.57). 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 (15.57). 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 : 6.48 vs. NSRKX (5.22).
| 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 | 9.096 | 4.672 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 1.9B | 6,880% |
| Annual Yield % from dividends | 1.68 | 1.57 | 107% |
| Returns for 1 year | 6.48 | 5.22 | 124% |
| Returns for 3 years | 31.72 | 38.01 | 83% |
| Returns for 5 years | 51.48 | N/A | - |
| Returns for 10 years | 78.17 | N/A | - |
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