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NSRKX vs RWIFX
NSRKX vs RWIFX Comparison
Open Charts NSRKX vs RWIFX
Northern World Selection Index K
Price$21.02
Change+$0.09 (+0.43%)
VolumeN/A
Net Assets1.77B
American Funds Capital World Gr&Inc R5
Price$61.01
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.17B
NSRKX vs RWIFX Comparison Chart
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NSRKX vs. RWIFX 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 NSRKX is a StrongBuy and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 117B vs. NSRKX (1.77B). RWIFX pays higher dividends than NSRKX: RWIFX (1.93) vs NSRKX (1.70). NSRKX was incepted earlier than RWIFX: NSRKX (5 years) vs RWIFX (23 years). RWIFX (0.46) is less costly to investors than NSRKX (0.25). RWIFX is a more actively managed with annual turnover of: 27.00 vs. NSRKX (15.57). RWIFX has a lower initial minimum investment than NSRKX: RWIFX (250) vs NSRKX (2500). NSRKX annual gain was more profitable for investors over the last year : 1.11 vs. RWIFX (-0.63).
| NSRKX | RWIFX | NSRKX / RWIFX | |
| Total Expense Ratio | 0.25 | 0.46 | 54% |
| Annual Report Gross Expense Ratio | 0.25 | 0.46 | 54% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | -5.950 | -3.651 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.77B | 117B | 2% |
| Annual Yield % from dividends | 1.70 | 1.93 | 88% |
| Returns for 1 year | 1.11 | -0.63 | -178% |
| Returns for 3 years | 18.24 | 11.73 | 155% |
| Returns for 5 years | N/A | 45.08 | - |
| Returns for 10 years | N/A | 34.19 | - |