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FCWGX vs NSRKX
FCWGX vs NSRKX Comparison
Open Charts FCWGX vs NSRKX
American Funds Capital World Gr&Inc529F2
Price$60.99
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.17B
Northern World Selection Index K
Price$21.02
Change+$0.09 (+0.43%)
VolumeN/A
Net Assets1.77B
FCWGX vs NSRKX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 117B vs. NSRKX (1.77B). FCWGX pays higher dividends than NSRKX: FCWGX (1.87) vs NSRKX (1.70). FCWGX was incepted earlier than NSRKX: FCWGX (4 years) vs NSRKX (5 years). FCWGX (0.52) is less costly to investors than NSRKX (0.25). FCWGX is a more actively managed with annual turnover of: 27.00 vs. NSRKX (15.57). FCWGX has a lower initial minimum investment than NSRKX: FCWGX (250) vs NSRKX (2500). NSRKX annual gain was more profitable for investors over the last year : 1.11 vs. FCWGX (-1.13).
| FCWGX | NSRKX | FCWGX / NSRKX | |
| Total Expense Ratio | 0.52 | 0.25 | 208% |
| Annual Report Gross Expense Ratio | 0.52 | 0.25 | 208% |
| Fund Existence | 4 years | 5 years | - |
| Gain YTD | -3.838 | -5.950 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 1.77B | 6,614% |
| Annual Yield % from dividends | 1.87 | 1.70 | 110% |
| Returns for 1 year | -1.13 | 1.11 | -101% |
| Returns for 3 years | 13.10 | 18.24 | 72% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |