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NSOIX vs RGWEX
NSOIX vs RGWEX Comparison
Open Charts NSOIX vs RGWEX
North Star Opportunity I
Price$17.10
Change+$0.10 (+0.59%)
VolumeN/A
Net Assets128.41M
American Funds Growth Portfolio R4
Price$28.15
Change+$0.24 (+0.86%)
VolumeN/A
Net Assets22.99B
NSOIX vs RGWEX Comparison Chart in %
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NSOIX vs. RGWEX 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 NSOIX is a Buy and RGWEX is a Hold.
FUNDAMENTALS
Fundamentals
RGWEX has more cash in the bank: 23B vs. NSOIX (128M). NSOIX pays higher dividends than RGWEX: NSOIX (1.47) vs RGWEX (0.42). NSOIX was incepted earlier than RGWEX: NSOIX (14 years) vs RGWEX (13 years). NSOIX (1.35) is less costly to investors than RGWEX (0.71). 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 : 11.19 vs. NSOIX (1.31). RGWEX return over 5 years is better than : 47.32 vs. NSOIX (28.27).
| NSOIX | RGWEX | NSOIX / RGWEX | |
| Total Expense Ratio | 1.31 | 0.71 | 185% |
| Annual Report Gross Expense Ratio | 1.35 | 0.71 | 190% |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 0.016 | 11.002 | 0% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128M | 23B | 1% |
| Annual Yield % from dividends | 1.47 | 0.42 | 349% |
| Returns for 1 year | 1.31 | 11.19 | 12% |
| Returns for 3 years | 11.62 | 48.47 | 24% |
| Returns for 5 years | 28.27 | 47.32 | 60% |
| Returns for 10 years | 58.29 | 81.03 | 72% |
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