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NSOIX vs RGWEX
NSOIX vs RGWEX Comparison
Open Charts NSOIX vs RGWEX
North Star Opportunity I
Price$15.15
Change-$0.23 (-1.50%)
VolumeN/A
Net Assets116.21M
American Funds Growth Portfolio R4
Price$23.00
Change-$0.42 (-1.79%)
VolumeN/A
Net Assets19.07B
NSOIX vs RGWEX Comparison Chart
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NSOIX vs. RGWEX commentary
Apr 18, 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: 19.1B vs. NSOIX (116M). NSOIX pays higher dividends than RGWEX: NSOIX (1.38) 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 : -2.23 vs. NSOIX (-5.83). RGWEX return over 5 years is better than : 36.94 vs. NSOIX (28.26).
| NSOIX | RGWEX | NSOIX / RGWEX | |
| Total Expense Ratio | 1.30 | 0.71 | 183% |
| Annual Report Gross Expense Ratio | 1.35 | 0.71 | 190% |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | -10.415 | -9.306 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116M | 19.1B | 1% |
| Annual Yield % from dividends | 1.38 | 0.48 | 285% |
| Returns for 1 year | -5.83 | -2.23 | 262% |
| Returns for 3 years | -12.65 | 2.36 | -536% |
| Returns for 5 years | 28.26 | 36.94 | 77% |
| Returns for 10 years | 34.22 | 47.35 | 72% |
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