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NSOIX vs RGWEX
NSOIX vs RGWEX Comparison
Open Charts NSOIX vs RGWEX
North Star Opportunity I
Price$16.47
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets124.17M
American Funds Growth Portfolio R4
Price$27.09
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets22.08B
NSOIX vs RGWEX Comparison Chart
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NSOIX vs. RGWEX commentary
Jun 14, 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: 22.1B vs. NSOIX (124M). NSOIX pays higher dividends than RGWEX: NSOIX (1.52) vs RGWEX (0.45). 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 : 8.67 vs. NSOIX (-2.13). RGWEX return over 5 years is better than : 48.53 vs. NSOIX (25.22).
| 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 | -3.552 | 6.822 | -52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 22.1B | 1% |
| Annual Yield % from dividends | 1.52 | 0.45 | 341% |
| Returns for 1 year | -2.13 | 8.67 | -25% |
| Returns for 3 years | 8.18 | 44.92 | 18% |
| Returns for 5 years | 25.22 | 48.53 | 52% |
| Returns for 10 years | 47.44 | 71.92 | 66% |
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