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NSOIX vs RBEGX
NSOIX vs RBEGX Comparison
Open Charts NSOIX vs RBEGX
North Star Opportunity I
Price$18.46
Change+$0.06 (+0.33%)
VolumeN/A
Net Assets134.22M
American Funds Growth and Inc Port R2E
Price$21.50
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets21.69B
NSOIX vs RBEGX Comparison Chart in %
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NSOIX vs. RBEGX commentary
Nov 20, 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 NSOIX is a Hold and RBEGX is a Hold.
FUNDAMENTALS
Fundamentals
RBEGX has more cash in the bank: 21.7B vs. NSOIX (134M). NSOIX (1.19) and RBEGX (1.16) have matching dividends . NSOIX was incepted earlier than RBEGX: NSOIX (14 years) vs RBEGX (11 years). NSOIX (1.35) is less costly to investors than RBEGX (1.14). NSOIX is a more actively managed with annual turnover of: 21.00 vs. RBEGX (10.00). RBEGX has a lower initial minimum investment than NSOIX: RBEGX (250) vs NSOIX (5000). RBEGX annual gain was more profitable for investors over the last year : 10.55 vs. NSOIX (3.02). RBEGX return over 5 years is better than : 33.64 vs. NSOIX (18.74).
| NSOIX | RBEGX | NSOIX / RBEGX | |
| Total Expense Ratio | 1.31 | 1.14 | 115% |
| Annual Report Gross Expense Ratio | 1.35 | 1.14 | 118% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 7.881 | 14.032 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134M | 21.7B | 1% |
| Annual Yield % from dividends | 1.19 | 1.16 | 103% |
| Returns for 1 year | 3.02 | 10.55 | 29% |
| Returns for 3 years | 21.81 | 40.37 | 54% |
| Returns for 5 years | 18.74 | 33.64 | 56% |
| Returns for 10 years | 81.91 | 68.41 | 120% |
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