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NSOIX vs RGWEX
NSOIX vs RGWEX Comparison
Open Charts NSOIX vs RGWEX
North Star Opportunity I
Price$18.46
Change+$0.06 (+0.33%)
VolumeN/A
Net Assets134.22M
American Funds Growth Portfolio R4
Price$29.36
Change+$0.11 (+0.38%)
VolumeN/A
Net Assets24.04B
NSOIX vs RGWEX Comparison Chart in %
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NSOIX vs. RGWEX 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 RGWEX is a Hold.
FUNDAMENTALS
Fundamentals
RGWEX has more cash in the bank: 24B vs. NSOIX (134M). NSOIX pays higher dividends than RGWEX: NSOIX (1.19) vs RGWEX (0.39). NSOIX was incepted earlier than RGWEX: NSOIX (14 years) vs RGWEX (14 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 : 10.04 vs. NSOIX (3.02). RGWEX return over 5 years is better than : 33.79 vs. NSOIX (18.74).
| 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 | 14 years | - |
| Gain YTD | 7.881 | 15.773 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134M | 24B | 1% |
| Annual Yield % from dividends | 1.19 | 0.39 | 307% |
| Returns for 1 year | 3.02 | 10.04 | 30% |
| Returns for 3 years | 21.81 | 49.85 | 44% |
| Returns for 5 years | 18.74 | 33.79 | 55% |
| Returns for 10 years | 81.91 | 91.49 | 90% |
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