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NSOPX vs RGWEX
NSOPX vs RGWEX Comparison
Open Charts NSOPX vs RGWEX
North Star Opportunity A
Price$18.30
Change+$0.11 (+0.60%)
VolumeN/A
CapitalizationN/A
American Funds Growth Portfolio R4
Price$27.11
Change+$0.16 (+0.59%)
VolumeN/A
CapitalizationN/A
NSOPX vs RGWEX Comparison Chart
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NSOPX vs. RGWEX commentary
Nov 23, 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 NSOPX is a Buy and RGWEX is a Hold.
FUNDAMENTALS
Fundamentals
RGWEX has more cash in the bank: 20.5B vs. NSOPX (137M). NSOPX pays higher dividends than RGWEX: NSOPX (0.72) vs RGWEX (0.64). NSOPX was incepted earlier than RGWEX: NSOPX (13 years) vs RGWEX (13 years). NSOPX is a more actively managed with annual turnover of: 24.00 vs. RGWEX (1.00). RGWEX has a lower initial minimum investment than NSOPX: RGWEX (250) vs NSOPX (2500). RGWEX annual gain was more profitable for investors over the last year : 27.84 vs. NSOPX (17.98). RGWEX return over 5 years is better than : 40.62 vs. NSOPX (34.07).
| NSOPX | RGWEX | NSOPX / 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 | 12.515 | 20.744 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137M | 20.5B | 1% |
| Annual Yield % from dividends | 0.72 | 0.64 | 111% |
| Returns for 1 year | 17.98 | 27.84 | 65% |
| Returns for 3 years | -9.47 | -1.56 | 608% |
| Returns for 5 years | 34.07 | 40.62 | 84% |
| Returns for 10 years | 43.66 | 74.56 | 59% |
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