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FCWGX vs NSRIX
FCWGX vs NSRIX Comparison
Open Charts FCWGX vs NSRIX
American Funds Capital World Gr&Inc529F2
Price$71.58
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
Northern World Selection Index I
Price$24.83
Change+$0.14 (+0.57%)
VolumeN/A
Net Assets1.98B
FCWGX vs NSRIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 136B vs. NSRIX (1.98B). FCWGX pays higher dividends than NSRIX: FCWGX (1.68) vs NSRIX (1.46). 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 (13.38). 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 : 9.61 vs. NSRIX (7.83).
| 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 | 13.697 | 9.480 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 1.98B | 6,872% |
| Annual Yield % from dividends | 1.68 | 1.46 | 115% |
| Returns for 1 year | 9.61 | 7.83 | 123% |
| Returns for 3 years | 52.90 | 56.28 | 94% |
| Returns for 5 years | N/A | 78.15 | - |
| Returns for 10 years | N/A | 137.54 | - |
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