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NSOIX vs RGWEX
NSOIX vs RGWEX Comparison
Open Charts NSOIX vs RGWEX
North Star Opportunity I
Price$17.20
Change-$0.18 (-1.04%)
VolumeN/A
Net Assets131M
American Funds Growth Portfolio R4
Price$26.06
Change-$0.53 (-1.99%)
VolumeN/A
Net Assets21.13B
NSOIX vs RGWEX Comparison Chart
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NSOIX vs. RGWEX commentary
Feb 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: 21.1B vs. NSOIX (131M). 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 : 10.22 vs. NSOIX (3.26). RGWEX return over 5 years is better than : 34.23 vs. NSOIX (18.05).
| 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 | -0.174 | 2.760 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131M | 21.1B | 1% |
| Annual Yield % from dividends | 0.98 | 0.64 | 152% |
| Returns for 1 year | 3.26 | 10.22 | 32% |
| Returns for 3 years | -3.39 | 15.57 | -22% |
| Returns for 5 years | 18.05 | 34.23 | 53% |
| Returns for 10 years | 46.99 | 68.99 | 68% |
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