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NSOIX vs RGWEX
NSOIX vs RGWEX Comparison
Open Charts NSOIX vs RGWEX
North Star Opportunity I
Price$17.63
Change-$0.12 (-0.68%)
VolumeN/A
Net Assets131.52M
American Funds Growth Portfolio R4
Price$29.00
Change+$0.27 (+0.94%)
VolumeN/A
Net Assets23.79B
NSOIX vs RGWEX Comparison Chart in %
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NSOIX vs. RGWEX commentary
Sep 07, 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: 23.8B vs. NSOIX (132M). NSOIX pays higher dividends than RGWEX: NSOIX (1.26) vs RGWEX (0.41). 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 : 15.92 vs. NSOIX (3.91). RGWEX return over 5 years is better than : 41.17 vs. NSOIX (22.71).
| 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 | 4.070 | 14.353 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132M | 23.8B | 1% |
| Annual Yield % from dividends | 1.26 | 0.41 | 308% |
| Returns for 1 year | 3.91 | 15.92 | 25% |
| Returns for 3 years | 16.54 | 49.45 | 33% |
| Returns for 5 years | 22.71 | 41.17 | 55% |
| Returns for 10 years | 80.50 | 97.15 | 83% |
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