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NSRIX vs RWIEX
NSRIX vs RWIEX Comparison
Open Charts NSRIX vs RWIEX
Northern World Selection Index I
Price$20.92
Change-$0.41 (-1.92%)
VolumeN/A
Net Assets1.8B
American Funds Capital World Gr&Inc R4
Price$60.81
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.17B
NSRIX vs RWIEX Comparison Chart
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NSRIX vs. RWIEX 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 NSRIX is a Buy and RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 117B vs. NSRIX (1.8B). NSRIX (1.64) and RWIEX (1.63) have matching dividends . NSRIX was incepted earlier than RWIEX: NSRIX (17 years) vs RWIEX (23 years). RWIEX (0.76) is less costly to investors than NSRIX (0.30). RWIEX is a more actively managed with annual turnover of: 27.00 vs. NSRIX (15.57). NSRIX has a lower initial minimum investment than RWIEX: NSRIX (0) vs RWIEX (250). NSRIX annual gain was more profitable for investors over the last year : 1.06 vs. RWIEX (-1.38). NSRIX return over 5 years is better than : 69.13 vs. RWIEX (43.38).
| NSRIX | RWIEX | NSRIX / RWIEX | |
| Total Expense Ratio | 0.30 | 0.76 | 39% |
| Annual Report Gross Expense Ratio | 0.30 | 0.76 | 39% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | -5.952 | -3.897 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 117B | 2% |
| Annual Yield % from dividends | 1.64 | 1.63 | 101% |
| Returns for 1 year | 1.06 | -1.38 | -77% |
| Returns for 3 years | 18.07 | 10.37 | 174% |
| Returns for 5 years | 69.13 | 43.38 | 159% |
| Returns for 10 years | 99.96 | 33.08 | 302% |
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