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FWGIX vs NSRIX
FWGIX vs NSRIX Comparison
Open Charts FWGIX vs NSRIX
American Funds Capital World Gr&Inc F3
Price$67.09
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets129.86B
Northern World Selection Index I
Price$23.38
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets1.99B
FWGIX vs NSRIX Comparison Chart
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FWGIX vs. NSRIX commentary
May 23, 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: 130B vs. NSRIX (1.99B). FWGIX pays higher dividends than NSRIX: FWGIX (1.96) vs NSRIX (1.62). 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 : 5.92 vs. FWGIX (3.39). NSRIX return over 5 years is better than : 82.32 vs. FWGIX (56.38).
| 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 | 6.111 | 4.365 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 1.99B | 6,539% |
| Annual Yield % from dividends | 1.96 | 1.62 | 121% |
| Returns for 1 year | 3.39 | 5.92 | 57% |
| Returns for 3 years | 33.12 | 44.97 | 74% |
| Returns for 5 years | 56.38 | 82.32 | 68% |
| Returns for 10 years | N/A | 117.36 | - |
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