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CWIFX vs NSRKX
CWIFX vs NSRKX Comparison
Open Charts CWIFX vs NSRKX
American Funds Capital World Gr&Inc 529F
Price$76.00
Change+$0.48 (+0.64%)
VolumeN/A
Net Assets141.87B
Northern World Selection Index K
Price$26.75
Change+$0.13 (+0.49%)
VolumeN/A
Net Assets1.93B
CWIFX vs NSRKX Comparison Chart in %
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CWIFX vs. NSRKX 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 NSRKX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. NSRKX (1.93B). CWIFX pays higher dividends than NSRKX: CWIFX (1.53) vs NSRKX (1.41). CWIFX was incepted earlier than NSRKX: CWIFX (23 years) vs NSRKX (5 years). CWIFX (0.86) is less costly to investors than NSRKX (0.24). 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 : 12.94 vs. NSRKX (11.94). NSRKX return over 5 years is better than : 75.14 vs. CWIFX (56.43).
| CWIFX | NSRKX | CWIFX / NSRKX | |
| Total Expense Ratio | 0.86 | 0.24 | 358% |
| Annual Report Gross Expense Ratio | 0.86 | 0.24 | 358% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 21.548 | 17.320 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.93B | 7,358% |
| Annual Yield % from dividends | 1.53 | 1.41 | 108% |
| Returns for 1 year | 12.94 | 11.94 | 108% |
| Returns for 3 years | 72.03 | 80.95 | 89% |
| Returns for 5 years | 56.43 | 75.14 | 75% |
| Returns for 10 years | 106.65 | N/A | - |
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