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NSOIX vs RGWEX
NSOIX vs RGWEX Comparison
Open Charts NSOIX vs RGWEX
North Star Opportunity I
Price$17.44
Change-$0.11 (-0.63%)
VolumeN/A
CapitalizationN/A
American Funds Growth Portfolio R4
Price$27.89
Change-$0.16 (-0.57%)
VolumeN/A
CapitalizationN/A
NSOIX vs RGWEX Comparison Chart
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NSOIX vs. RGWEX commentary
Dec 19, 2024
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 RGWEX is a Hold.
FUNDAMENTALS
Fundamentals
RGWEX has more cash in the bank: 21.3B vs. NSOIX (135M). NSOIX pays higher dividends than RGWEX: NSOIX (0.98) vs RGWEX (0.64). NSOIX was incepted earlier than RGWEX: NSOIX (13 years) vs RGWEX (13 years). NSOIX is a more actively managed with annual turnover of: 24.00 vs. RGWEX (1.00). RGWEX has a lower initial minimum investment than NSOIX: RGWEX (250) vs NSOIX (5000). RGWEX annual gain was more profitable for investors over the last year : 25.39 vs. NSOIX (10.12). RGWEX return over 5 years is better than : 40.08 vs. NSOIX (27.32).
| NSOIX | RGWEX | NSOIX / RGWEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 9.100 | 24.955 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135M | 21.3B | 1% |
| Annual Yield % from dividends | 0.98 | 0.64 | 152% |
| Returns for 1 year | 10.12 | 25.39 | 40% |
| Returns for 3 years | -7.04 | 6.19 | -114% |
| Returns for 5 years | 27.32 | 40.08 | 68% |
| Returns for 10 years | 54.11 | 82.51 | 66% |
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