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NSRIX vs RWIHX
NSRIX vs RWIHX Comparison
Open Charts NSRIX vs RWIHX
Northern World Selection Index I
Price$22.55
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets1.89B
American Funds Capital World Gr&Inc R5E
Price$65.01
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets124.77B
NSRIX vs RWIHX Comparison Chart
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NSRIX vs. RWIHX commentary
May 11, 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 RWIHX is a Buy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 125B vs. NSRIX (1.89B). RWIHX pays higher dividends than NSRIX: RWIHX (1.82) vs NSRIX (1.62). NSRIX was incepted earlier than RWIHX: NSRIX (17 years) vs RWIHX (9 years). RWIHX (0.56) is less costly to investors than NSRIX (0.30). RWIHX is a more actively managed with annual turnover of: 27.00 vs. NSRIX (15.57). NSRIX has a lower initial minimum investment than RWIHX: NSRIX (0) vs RWIHX (250). NSRIX annual gain was more profitable for investors over the last year : 3.13 vs. RWIHX (2.40). NSRIX return over 5 years is better than : 74.83 vs. RWIHX (51.99).
| NSRIX | RWIHX | NSRIX / RWIHX | |
| Total Expense Ratio | 0.30 | 0.56 | 54% |
| Annual Report Gross Expense Ratio | 0.30 | 0.56 | 54% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | -0.705 | 2.900 | -24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.89B | 125B | 2% |
| Annual Yield % from dividends | 1.62 | 1.82 | 89% |
| Returns for 1 year | 3.13 | 2.40 | 130% |
| Returns for 3 years | 36.41 | 31.02 | 117% |
| Returns for 5 years | 74.83 | 51.99 | 144% |
| Returns for 10 years | 109.44 | N/A | - |
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