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FWGIX vs NSRIX
FWGIX vs NSRIX Comparison
Open Charts FWGIX vs NSRIX
American Funds Capital World Gr&Inc F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
Northern World Selection Index I
Price$24.83
Change+$0.14 (+0.57%)
VolumeN/A
Net Assets1.98B
FWGIX vs NSRIX Comparison Chart in %
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FWGIX vs. NSRIX commentary
Jul 05, 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 FWGIX is a Buy and NSRIX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 136B vs. NSRIX (1.98B). FWGIX pays higher dividends than NSRIX: FWGIX (1.77) vs NSRIX (1.46). FWGIX was incepted earlier than NSRIX: FWGIX (8 years) vs NSRIX (17 years). FWGIX (0.41) is less costly to investors than NSRIX (0.30). FWGIX is a more actively managed with annual turnover of: 27.00 vs. NSRIX (13.38). NSRIX has a lower initial minimum investment than FWGIX: NSRIX (0) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 9.74 vs. NSRIX (7.83). NSRIX return over 5 years is better than : 78.15 vs. FWGIX (54.88).
| FWGIX | NSRIX | FWGIX / NSRIX | |
| Total Expense Ratio | 0.41 | 0.30 | 137% |
| Annual Report Gross Expense Ratio | 0.41 | 0.30 | 137% |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 13.775 | 9.480 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 1.98B | 6,872% |
| Annual Yield % from dividends | 1.77 | 1.46 | 121% |
| Returns for 1 year | 9.74 | 7.83 | 124% |
| Returns for 3 years | 51.57 | 56.28 | 92% |
| Returns for 5 years | 54.88 | 78.15 | 70% |
| Returns for 10 years | N/A | 137.54 | - |
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