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NSOIX vs RGWEX
NSOIX vs RGWEX Comparison
Open Charts NSOIX vs RGWEX
North Star Opportunity I
Price$16.17
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets123.68M
American Funds Growth Portfolio R4
Price$25.94
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets21.45B
NSOIX vs RGWEX Comparison Chart
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NSOIX vs. RGWEX commentary
May 23, 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: 21.4B vs. NSOIX (124M). NSOIX pays higher dividends than RGWEX: NSOIX (1.42) vs RGWEX (0.48). NSOIX was incepted earlier than RGWEX: NSOIX (13 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 : 5.03 vs. NSOIX (-3.26). RGWEX return over 5 years is better than : 46.34 vs. NSOIX (29.42).
| NSOIX | RGWEX | NSOIX / RGWEX | |
| Total Expense Ratio | 1.31 | 0.71 | 185% |
| Annual Report Gross Expense Ratio | 1.35 | 0.71 | 190% |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | -4.416 | 2.169 | -204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 21.4B | 1% |
| Annual Yield % from dividends | 1.42 | 0.48 | 298% |
| Returns for 1 year | -3.26 | 5.03 | -65% |
| Returns for 3 years | 2.83 | 31.64 | 9% |
| Returns for 5 years | 29.42 | 46.34 | 63% |
| Returns for 10 years | 44.94 | 61.89 | 73% |
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