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FWGIX vs NSRIX
FWGIX vs NSRIX Comparison
Open Charts FWGIX vs NSRIX
American Funds Capital World Gr&Inc F3
Price$60.97
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.17B
Northern World Selection Index I
Price$20.92
Change-$0.41 (-1.92%)
VolumeN/A
Net Assets1.8B
FWGIX vs NSRIX Comparison Chart
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FWGIX vs. NSRIX commentary
Apr 18, 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: 117B vs. NSRIX (1.8B). FWGIX pays higher dividends than NSRIX: FWGIX (1.98) vs NSRIX (1.64). 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 (15.57). NSRIX has a lower initial minimum investment than FWGIX: NSRIX (0) vs FWGIX (1000000). NSRIX annual gain was more profitable for investors over the last year : 1.06 vs. FWGIX (-1.03). NSRIX return over 5 years is better than : 69.13 vs. FWGIX (45.07).
| 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 | -3.800 | -5.952 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 1.8B | 6,496% |
| Annual Yield % from dividends | 1.98 | 1.64 | 121% |
| Returns for 1 year | -1.03 | 1.06 | -97% |
| Returns for 3 years | 11.25 | 18.07 | 62% |
| Returns for 5 years | 45.07 | 69.13 | 65% |
| Returns for 10 years | N/A | 99.96 | - |