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NSRIX vs WGIFX
NSRIX vs WGIFX Comparison
Open Charts NSRIX vs WGIFX
Northern World Selection Index I
Price$22.55
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets1.89B
American Funds Capital World Gr&Inc F2
Price$65.06
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets124.77B
NSRIX vs WGIFX Comparison Chart
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NSRIX vs. WGIFX 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 WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 125B vs. NSRIX (1.89B). WGIFX pays higher dividends than NSRIX: WGIFX (1.86) vs NSRIX (1.62). NSRIX was incepted earlier than WGIFX: NSRIX (17 years) vs WGIFX (17 years). WGIFX (0.52) is less costly to investors than NSRIX (0.30). WGIFX is a more actively managed with annual turnover of: 27.00 vs. NSRIX (15.57). NSRIX has a lower initial minimum investment than WGIFX: NSRIX (0) vs WGIFX (250). NSRIX annual gain was more profitable for investors over the last year : 3.13 vs. WGIFX (2.44). NSRIX return over 5 years is better than : 74.83 vs. WGIFX (52.23).
| NSRIX | WGIFX | NSRIX / WGIFX | |
| Total Expense Ratio | 0.30 | 0.52 | 58% |
| Annual Report Gross Expense Ratio | 0.30 | 0.52 | 58% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | -0.705 | 2.908 | -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 | 1.86 | 87% |
| Returns for 1 year | 3.13 | 2.44 | 128% |
| Returns for 3 years | 36.41 | 31.15 | 117% |
| Returns for 5 years | 74.83 | 52.23 | 143% |
| Returns for 10 years | 109.44 | 42.96 | 255% |
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