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NSOIX vs RGWEX
NSOIX vs RGWEX Comparison
Open Charts NSOIX vs RGWEX
North Star Opportunity I
Price$17.91
Change-$0.09 (-0.50%)
VolumeN/A
CapitalizationN/A
American Funds Growth Portfolio R4
Price$26.25
Change-$0.07 (-0.27%)
VolumeN/A
CapitalizationN/A
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NSOIX vs RGWEX Comparison Chart
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NSOIX vs. RGWEX commentary
Sep 21, 2024
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 StrongSell and RGWEX is a Hold.
FUNDAMENTALS
Fundamentals
RGWEX has more cash in the bank: 19.9B vs. NSOIX (137M). NSOIX pays higher dividends than RGWEX: NSOIX (0.98) vs RGWEX (0.64). NSOIX was incepted earlier than RGWEX: NSOIX (13 years) vs RGWEX (12 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 : 26.41 vs. NSOIX (15.66). RGWEX return over 5 years is better than : 40.55 vs. NSOIX (34.57).
| NSOIX | RGWEX | NSOIX / RGWEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 12 years | - |
| Gain YTD | 10.383 | 15.681 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137M | 19.9B | 1% |
| Annual Yield % from dividends | 0.98 | 0.64 | 152% |
| Returns for 1 year | 15.66 | 26.41 | 59% |
| Returns for 3 years | -5.16 | -3.27 | 158% |
| Returns for 5 years | 34.57 | 40.55 | 85% |
| Returns for 10 years | 43.08 | 69.19 | 62% |
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