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CWIFX vs NSRKX
CWIFX vs NSRKX Comparison
Open Charts CWIFX vs NSRKX
American Funds Capital World Gr&Inc 529F
Price$74.48
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Northern World Selection Index K
Price$26.41
Change+$0.10 (+0.38%)
VolumeN/A
Net Assets1.92B
CWIFX vs NSRKX Comparison Chart in %
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CWIFX vs. NSRKX commentary
Nov 20, 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 Hold and NSRKX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 139B vs. NSRKX (1.92B). CWIFX pays higher dividends than NSRKX: CWIFX (1.49) vs NSRKX (1.38). 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 : 12.35 vs. NSRKX (9.64). NSRKX return over 5 years is better than : 67.20 vs. CWIFX (46.07).
| 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 | 19.117 | 15.954 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 1.92B | 7,243% |
| Annual Yield % from dividends | 1.49 | 1.38 | 108% |
| Returns for 1 year | 12.35 | 9.64 | 128% |
| Returns for 3 years | 52.31 | 61.28 | 85% |
| Returns for 5 years | 46.07 | 67.20 | 69% |
| Returns for 10 years | 100.03 | N/A | - |
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