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FCWGX vs NSRIX
FCWGX vs NSRIX Comparison
Open Charts FCWGX vs NSRIX
American Funds Capital World Gr&Inc529F2
Price$60.88
Change-$0.71 (-1.15%)
VolumeN/A
Net Assets118.57B
Northern World Selection Index I
Price$20.92
Change-$0.41 (-1.92%)
VolumeN/A
Net Assets1.8B
FCWGX vs NSRIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 119B vs. NSRIX (1.8B). FCWGX pays higher dividends than NSRIX: FCWGX (1.87) vs NSRIX (1.64). FCWGX was incepted earlier than NSRIX: FCWGX (4 years) vs NSRIX (17 years). FCWGX (0.52) is less costly to investors than NSRIX (0.30). FCWGX is a more actively managed with annual turnover of: 27.00 vs. NSRIX (15.57). NSRIX has a lower initial minimum investment than FCWGX: NSRIX (0) vs FCWGX (250). NSRIX annual gain was more profitable for investors over the last year : 1.06 vs. FCWGX (-1.13).
| FCWGX | NSRIX | FCWGX / NSRIX | |
| Total Expense Ratio | 0.52 | 0.30 | 173% |
| Annual Report Gross Expense Ratio | 0.52 | 0.30 | 173% |
| Fund Existence | 4 years | 17 years | - |
| Gain YTD | -3.838 | -5.952 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 1.8B | 6,607% |
| Annual Yield % from dividends | 1.87 | 1.64 | 114% |
| Returns for 1 year | -1.13 | 1.06 | -107% |
| Returns for 3 years | 13.10 | 18.07 | 72% |
| Returns for 5 years | N/A | 69.13 | - |
| Returns for 10 years | N/A | 99.96 | - |