NSOIX
Price
$17.47
Change
+$0.05 (+0.29%)
Updated
Jul 25 closing price
Net Assets
130.51M
RGWEX
Price
$28.62
Change
+$0.09 (+0.32%)
Updated
Jul 25 closing price
Net Assets
23.34B
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NSOIX vs RGWEX

Header iconNSOIX vs RGWEX Comparison
Open Charts NSOIX vs RGWEXBanner chart's image
North Star Opportunity I
Price$17.47
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets130.51M
American Funds Growth Portfolio R4
Price$28.62
Change+$0.09 (+0.32%)
VolumeN/A
Net Assets23.34B
NSOIX vs RGWEX Comparison Chart in %
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NSOIX vs. RGWEX commentary
Jul 26, 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.

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FUNDAMENTALS
Fundamentals
RGWEX has more cash in the bank: 23.3B vs. NSOIX (131M). NSOIX pays higher dividends than RGWEX: NSOIX (1.47) vs RGWEX (0.42). 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 : 16.16 vs. NSOIX (1.84). RGWEX return over 5 years is better than : 46.29 vs. NSOIX (25.97).
NSOIXRGWEXNSOIX / RGWEX
Total Expense Ratio1.310.71185%
Annual Report Gross Expense Ratio1.350.71190%
Fund Existence14 years13 years-
Gain YTD1.88712.85515%
Front LoadN/AN/A-
Min. Initial Investment50002502,000%
Min. Initial Investment IRAN/AN/A-
Net Assets131M23.3B1%
Annual Yield % from dividends1.470.42349%
Returns for 1 year1.8416.1611%
Returns for 3 years11.4747.1124%
Returns for 5 years25.9746.2956%
Returns for 10 years64.3083.3577%
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