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FCWGX vs NSRIX
FCWGX vs NSRIX Comparison
Open Charts FCWGX vs NSRIX
American Funds Capital World Gr&Inc529F2
Price$69.10
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
Northern World Selection Index I
Price$23.73
Change-$0.12 (-0.50%)
VolumeN/A
Net Assets1.9B
FCWGX vs NSRIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 131B vs. NSRIX (1.9B). FCWGX pays higher dividends than NSRIX: FCWGX (1.75) vs NSRIX (1.52). FCWGX was incepted earlier than NSRIX: FCWGX (5 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). FCWGX annual gain was more profitable for investors over the last year : 6.63 vs. NSRIX (5.74).
| FCWGX | NSRIX | FCWGX / NSRIX | |
| Total Expense Ratio | 0.52 | 0.30 | 173% |
| Annual Report Gross Expense Ratio | 0.52 | 0.30 | 173% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | 9.146 | 5.159 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 1.9B | 6,880% |
| Annual Yield % from dividends | 1.75 | 1.52 | 115% |
| Returns for 1 year | 6.63 | 5.74 | 115% |
| Returns for 3 years | 32.24 | 39.39 | 82% |
| Returns for 5 years | N/A | 68.76 | - |
| Returns for 10 years | N/A | 125.40 | - |
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